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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 | $106,917 | $99,345+7.6% | $84,753+26.2% | $273,972-61.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.41% | 22.93%-17.5pp | 22.78%-17.4pp | 41.46%-36.0pp |
| Employer contribution / active EE | $813 | $4,214-80.7% | $3,574-77.3% | $4,869-83.3% |
| Participant deferral / active EE | $1,272 | $4,270-70.2% | $3,712-65.7% | $5,287-75.9% |
| Admin fee / account holder | $11,657 | $6,645+75.4% | $5,333+118.6% | $10,133+15.0% |