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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 | $110,531 | $99,345+11.3% | $84,753+30.4% | $273,972-59.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.15% | 22.93%-13.8pp | 22.78%-13.6pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,763 | $4,214-34.4% | $3,574-22.7% | $4,869-43.2% |
| Participant deferral / active EE | $4,651 | $4,270+8.9% | $3,712+25.3% | $5,287-12.0% |
| Admin fee / account holder | $759 | $6,645-88.6% | $5,333-85.8% | $10,133-92.5% |