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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 | $162,709 | $99,345+63.8% | $84,753+92.0% | $273,972-40.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.38% | 22.93%-17.6pp | 22.78%-17.4pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,671 | $4,214-12.9% | $3,574+2.7% | $4,869-24.6% |
| Participant deferral / active EE | $4,289 | $4,270+0.4% | $3,712+15.5% | $5,287-18.9% |
| Admin fee / account holder | $362 | $6,645-94.5% | $5,333-93.2% | $10,133-96.4% |