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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 | $99,523 | $96,558+3.1% | $80,977+22.9% | $273,972-63.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.36% | 15.14%-6.8pp | 17.11%-8.7pp | 41.46%-33.1pp |
| Employer contribution / active EE | $4,568 | $4,869-6.2% | $3,715+23.0% | $4,869-6.2% |
| Participant deferral / active EE | $10,124 | $6,598+53.4% | $5,696+77.7% | $5,287+91.5% |
| Admin fee / account holder | $3,377 | $7,493-54.9% | $5,517-38.8% | $10,133-66.7% |