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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 | $146,760 | $99,345+47.7% | $84,753+73.2% | $273,972-46.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.37% | 22.93%-16.6pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,060 | $4,214-74.9% | $3,574-70.4% | $4,869-78.2% |
| Participant deferral / active EE | $3,739 | $4,270-12.4% | $3,712+0.7% | $5,287-29.3% |
| Admin fee / account holder | $4,539 | $6,645-31.7% | $5,333-14.9% | $10,133-55.2% |