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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 | $111,563 | $99,345+12.3% | $84,753+31.6% | $273,972-59.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.29% | 22.93%-17.6pp | 22.78%-17.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,035 | $4,214-51.7% | $3,574-43.1% | $4,869-58.2% |
| Participant deferral / active EE | $4,087 | $4,270-4.3% | $3,712+10.1% | $5,287-22.7% |
| Admin fee / account holder | $714 | $6,645-89.3% | $5,333-86.6% | $10,133-93.0% |