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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 | $104,078 | $96,956+7.3% | $69,779+49.2% | $273,972-62.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.39% | 12.93%-7.5pp | 12.99%-7.6pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,591 | $3,316-52.0% | $2,338-32.0% | $4,869-67.3% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,146 | $7,934-35.1% | $4,381+17.5% | $10,133-49.2% |