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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 | $189,593 | $88,707+113.7% | $74,184+155.6% | $273,972-30.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.91% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $8,411 | $3,159+166.2% | $2,370+254.9% | $4,869+72.8% |
| Participant deferral / active EE | $3,628 | $4,212-13.9% | $3,550+2.2% | $5,287-31.4% |
| Admin fee / account holder | $3,937 | $8,717-54.8% | $5,586-29.5% | $10,133-61.1% |