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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 | $220,777 | $99,345+122.2% | $84,753+160.5% | $273,972-19.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.94% | 22.93%-14.0pp | 22.78%-13.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $9,547 | $4,214+126.6% | $3,574+167.1% | $4,869+96.1% |
| Participant deferral / active EE | $6,402 | $4,270+49.9% | $3,712+72.5% | $5,287+21.1% |
| Admin fee / account holder | $309 | $6,645-95.4% | $5,333-94.2% | $10,133-97.0% |