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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 | $96,759 | $99,345-2.6% | $84,753+14.2% | $273,972-64.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.31% | 22.93%-9.6pp | 22.78%-9.5pp | 41.46%-28.1pp |
| Employer contribution / active EE | $1,546 | $4,214-63.3% | $3,574-56.8% | $4,869-68.3% |
| Participant deferral / active EE | $2,678 | $4,270-37.3% | $3,712-27.9% | $5,287-49.4% |
| Admin fee / account holder | $376 | $6,645-94.3% | $5,333-92.9% | $10,133-96.3% |