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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 | $190,806 | $99,345+92.1% | $84,753+125.1% | $273,972-30.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.14% | 22.93%-15.8pp | 22.78%-15.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,699 | $4,214-59.7% | $3,574-52.5% | $4,869-65.1% |
| Participant deferral / active EE | $9,778 | $4,270+129.0% | $3,712+163.4% | $5,287+84.9% |
| Admin fee / account holder | $5,462 | $6,645-17.8% | $5,333+2.4% | $10,133-46.1% |