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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 | $74,547 | $88,707-16.0% | $74,184+0.5% | $273,972-72.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.55% | 11.94%-3.4pp | 17.74%-9.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,684 | $3,159-15.0% | $2,370+13.2% | $4,869-44.9% |
| Participant deferral / active EE | $5,709 | $4,212+35.6% | $3,550+60.8% | $5,287+8.0% |
| Admin fee / account holder | $8,974 | $8,717+3.0% | $5,586+60.7% | $10,133-11.4% |