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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 | $167,354 | $99,345+68.5% | $84,753+97.5% | $273,972-38.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.27% | 22.93%-15.7pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,492 | $4,214-64.6% | $3,574-58.3% | $4,869-69.4% |
| Participant deferral / active EE | $7,964 | $4,270+86.5% | $3,712+114.5% | $5,287+50.6% |
| Admin fee / account holder | $7,438 | $6,645+11.9% | $5,333+39.5% | $10,133-26.6% |