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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 | $92,001 | $99,345-7.4% | $84,753+8.6% | $273,972-66.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.81% | 22.93%-13.1pp | 22.78%-13.0pp | 41.46%-31.6pp |
| Employer contribution / active EE | $2,097 | $4,214-50.2% | $3,574-41.3% | $4,869-56.9% |
| Participant deferral / active EE | $5,973 | $4,270+39.9% | $3,712+60.9% | $5,287+13.0% |
| Admin fee / account holder | $449 | $6,645-93.2% | $5,333-91.6% | $10,133-95.6% |