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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 | $91,315 | $95,453-4.3% | $112,040-18.5% | $82,448+10.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.16% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $6,036 | $2,318+160.4% | $2,954+104.3% | $2,551+136.6% |
| Participant deferral / active EE | $4,943 | $4,224+17.0% | $5,098-3.0% | $4,139+19.4% |
| Admin fee / account holder | $482 | $9,013-94.7% | $12,098-96.0% | $7,234-93.3% |