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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 | $87,564 | $88,707-1.3% | $74,184+18.0% | $273,972-68.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.92% | 11.94%-6.0pp | 17.74%-11.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $840 | $3,159-73.4% | $2,370-64.5% | $4,869-82.7% |
| Participant deferral / active EE | $2,372 | $4,212-43.7% | $3,550-33.2% | $5,287-55.1% |
| Admin fee / account holder | $2,542 | $8,717-70.8% | $5,586-54.5% | $10,133-74.9% |