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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 | $114,463 | $99,345+15.2% | $84,753+35.1% | $273,972-58.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.23% | 22.93%-17.7pp | 22.78%-17.6pp | 41.46%-36.2pp |
| Employer contribution / active EE | $3,292 | $4,214-21.9% | $3,574-7.9% | $4,869-32.4% |
| Participant deferral / active EE | $7,658 | $4,270+79.3% | $3,712+106.3% | $5,287+44.8% |
| Admin fee / account holder | $6,727 | $6,645+1.2% | $5,333+26.1% | $10,133-33.6% |