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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 | $93,947 | $88,707+5.9% | $74,184+26.6% | $273,972-65.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.62% | 11.94%-4.3pp | 17.74%-10.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,806 | $3,159+20.5% | $2,370+60.6% | $4,869-21.8% |
| Participant deferral / active EE | $11,800 | $4,212+180.2% | $3,550+232.4% | $5,287+123.2% |
| Admin fee / account holder | $414 | $8,717-95.3% | $5,586-92.6% | $10,133-95.9% |