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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 | $155,670 | $96,956+60.6% | $69,779+123.1% | $273,972-43.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 6.26% | 12.93%-6.7pp | 12.99%-6.7pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,573 | $3,316-52.6% | $2,338-32.7% | $4,869-67.7% |
| Participant deferral / active EE | $9,447 | $3,744+152.3% | $2,931+222.3% | $5,287+78.7% |
| Admin fee / account holder | $3,618 | $7,934-54.4% | $4,381-17.4% | $10,133-64.3% |