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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 | $86,557 | $88,707-2.4% | $74,184+16.7% | $273,972-68.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.57% | 11.94%-6.4pp | 17.74%-12.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,639 | $3,159+15.2% | $2,370+53.5% | $4,869-25.3% |
| Participant deferral / active EE | $5,245 | $4,212+24.5% | $3,550+47.8% | $5,287-0.8% |
| Admin fee / account holder | $6,937 | $8,717-20.4% | $5,586+24.2% | $10,133-31.5% |