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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 | $100,456 | $96,558+4.0% | $80,977+24.1% | $273,972-63.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.83% | 15.14%-7.3pp | 17.11%-9.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,203 | $4,869-34.2% | $3,715-13.8% | $4,869-34.2% |
| Participant deferral / active EE | $6,059 | $6,598-8.2% | $5,696+6.4% | $5,287+14.6% |
| Admin fee / account holder | $337 | $7,493-95.5% | $5,517-93.9% | $10,133-96.7% |