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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 | $209,875 | $99,345+111.3% | $84,753+147.6% | $273,972-23.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.64% | 22.93%-17.3pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,655 | $4,214-60.7% | $3,574-53.7% | $4,869-66.0% |
| Participant deferral / active EE | $8,992 | $4,270+110.6% | $3,712+142.2% | $5,287+70.1% |
| Admin fee / account holder | $2,437 | $6,645-63.3% | $5,333-54.3% | $10,133-76.0% |