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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 | $106,558 | $92,219+15.5% | $76,767+38.8% | $135,380-21.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 11.54% | 5.46%+6.1pp | 2.43%+9.1pp | 519.81%-508.3pp |
| Employer contribution / active EE | $1,410 | $3,216-56.2% | $2,485-43.3% | $4,779-70.5% |
| Participant deferral / active EE | $3,047 | $4,508-32.4% | $3,852-20.9% | $5,609-45.7% |
| Admin fee / account holder | $5,118 | $10,749-52.4% | $6,675-23.3% | $10,828-52.7% |