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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 | $242,062 | $88,707+172.9% | $74,184+226.3% | $273,972-11.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.85% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,708 | $3,159-14.3% | $2,370+14.2% | $4,869-44.4% |
| Participant deferral / active EE | $8,100 | $4,212+92.3% | $3,550+128.2% | $5,287+53.2% |
| Admin fee / account holder | $1,756 | $8,717-79.9% | $5,586-68.6% | $10,133-82.7% |