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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 | $163,593 | $99,345+64.7% | $84,753+93.0% | $273,972-40.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.93% | 22.93%-17.0pp | 22.78%-16.9pp | 41.46%-35.5pp |
| Employer contribution / active EE | $11,441 | $4,214+171.5% | $3,574+220.1% | $4,869+135.0% |
| Participant deferral / active EE | $2,648 | $4,270-38.0% | $3,712-28.7% | $5,287-49.9% |
| Admin fee / account holder | $536 | $6,645-91.9% | $5,333-89.9% | $10,133-94.7% |