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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 | $223,720 | $88,707+152.2% | $74,184+201.6% | $273,972-18.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.27% | 11.94%-8.7pp | 17.74%-14.5pp | 41.46%-38.2pp |
| Employer contribution / active EE | $11,823 | $3,159+274.2% | $2,370+398.8% | $4,869+142.8% |
| Participant deferral / active EE | $6,129 | $4,212+45.5% | $3,550+72.7% | $5,287+15.9% |
| Admin fee / account holder | $3,851 | $8,717-55.8% | $5,586-31.1% | $10,133-62.0% |