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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 | $211,847 | $99,345+113.2% | $84,753+150.0% | $273,972-22.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.86% | 22.93%-16.1pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,756 | $4,214-58.3% | $3,574-50.9% | $4,869-63.9% |
| Participant deferral / active EE | $10,980 | $4,270+157.2% | $3,712+195.8% | $5,287+107.7% |
| Admin fee / account holder | $7,140 | $6,645+7.4% | $5,333+33.9% | $10,133-29.5% |