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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 | $191,845 | $88,707+116.3% | $74,184+158.6% | $273,972-30.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.22% | 11.94%-4.7pp | 17.74%-10.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $4,159 | $3,159+31.6% | $2,370+75.5% | $4,869-14.6% |
| Participant deferral / active EE | $2,747 | $4,212-34.8% | $3,550-22.6% | $5,287-48.1% |
| Admin fee / account holder | $6,661 | $8,717-23.6% | $5,586+19.3% | $10,133-34.3% |