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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 | $207,665 | $136,307+52.4% | $106,619+94.8% | $273,972-24.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.72% | 11.05%-5.3pp | 9.42%-3.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $4,692 | $5,190-9.6% | $3,947+18.9% | $4,869-3.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,175 | $8,625+41.2% | $6,418+89.7% | $10,133+20.2% |