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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 | $81,413 | $88,707-8.2% | $74,184+9.7% | $273,972-70.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.72% | 11.94%-6.2pp | 17.74%-12.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $870 | $3,159-72.5% | $2,370-63.3% | $4,869-82.1% |
| Participant deferral / active EE | $7,669 | $4,212+82.1% | $3,550+116.0% | $5,287+45.0% |
| Admin fee / account holder | $24,147 | $8,717+177.0% | $5,586+332.3% | $10,133+138.3% |