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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 | $81,165 | $88,707-8.5% | $74,184+9.4% | $273,972-70.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.70% | 11.94%-6.2pp | 17.74%-12.0pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,404 | $3,159+7.8% | $2,370+43.6% | $4,869-30.1% |
| Participant deferral / active EE | $5,559 | $4,212+32.0% | $3,550+56.6% | $5,287+5.1% |
| Admin fee / account holder | $1,725 | $8,717-80.2% | $5,586-69.1% | $10,133-83.0% |