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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 | $211,819 | $99,345+113.2% | $84,753+149.9% | $273,972-22.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.92% | 22.93%-13.0pp | 22.78%-12.9pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,857 | $4,214-32.2% | $3,574-20.1% | $4,869-41.3% |
| Participant deferral / active EE | $5,359 | $4,270+25.5% | $3,712+44.4% | $5,287+1.4% |
| Admin fee / account holder | $7,780 | $6,645+17.1% | $5,333+45.9% | $10,133-23.2% |