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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,095 | $88,707+71.5% | $74,184+105.0% | $273,972-44.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.75% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,489 | $3,159-52.9% | $2,370-37.2% | $4,869-69.4% |
| Participant deferral / active EE | $4,849 | $4,212+15.1% | $3,550+36.6% | $5,287-8.3% |
| Admin fee / account holder | $6,950 | $8,717-20.3% | $5,586+24.4% | $10,133-31.4% |