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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 | $100,651 | $88,707+13.5% | $74,184+35.7% | $273,972-63.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.81% | 11.94%-6.1pp | 17.74%-11.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $5,683 | $3,159+79.9% | $2,370+139.8% | $4,869+16.7% |
| Participant deferral / active EE | $7,250 | $4,212+72.1% | $3,550+104.2% | $5,287+37.1% |
| Admin fee / account holder | $566 | $8,717-93.5% | $5,586-89.9% | $10,133-94.4% |