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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 | $103,706 | $65,712+57.8% | $57,196+81.3% | $273,972-62.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.93% | 22.01%-16.1pp | 14.59%-8.7pp | 41.46%-35.5pp |
| Employer contribution / active EE | $3,326 | $3,280+1.4% | $2,683+24.0% | $4,869-31.7% |
| Participant deferral / active EE | $6,774 | $3,782+79.1% | $3,096+118.8% | $5,287+28.1% |
| Admin fee / account holder | $2,017 | $4,838-58.3% | $3,141-35.8% | $10,133-80.1% |