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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 | $232,226 | $88,707+161.8% | $74,184+213.0% | $273,972-15.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.37% | 11.94%-5.6pp | 17.74%-11.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,242 | $3,159-29.0% | $2,370-5.4% | $4,869-53.9% |
| Participant deferral / active EE | $6,464 | $4,212+53.5% | $3,550+82.1% | $5,287+22.2% |
| Admin fee / account holder | $17,030 | $8,717+95.4% | $5,586+204.9% | $10,133+68.1% |