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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 | $204,093 | $99,345+105.4% | $84,753+140.8% | $273,972-25.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.88% | 22.93%-16.0pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,738 | $4,214-35.0% | $3,574-23.4% | $4,869-43.8% |
| Participant deferral / active EE | $6,160 | $4,270+44.3% | $3,712+65.9% | $5,287+16.5% |
| Admin fee / account holder | $2,925 | $6,645-56.0% | $5,333-45.1% | $10,133-71.1% |