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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 | $105,672 | $99,345+6.4% | $84,753+24.7% | $273,972-61.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.90% | 22.93%-17.0pp | 22.78%-16.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,983 | $4,214-52.9% | $3,574-44.5% | $4,869-59.3% |
| Participant deferral / active EE | $13,705 | $4,270+221.0% | $3,712+269.2% | $5,287+159.2% |
| Admin fee / account holder | $1,402 | $6,645-78.9% | $5,333-73.7% | $10,133-86.2% |