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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 | $87,225 | $99,345-12.2% | $84,753+2.9% | $273,972-68.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.69% | 22.93%-17.2pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $8,354 | $4,214+98.2% | $3,574+133.7% | $4,869+71.6% |
| Participant deferral / active EE | $8,307 | $4,270+94.6% | $3,712+123.8% | $5,287+57.1% |
| Admin fee / account holder | $1,108 | $6,645-83.3% | $5,333-79.2% | $10,133-89.1% |