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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 | $97,955 | $88,707+10.4% | $74,184+32.0% | $273,972-64.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.21% | 11.94%-7.7pp | 17.74%-13.5pp | 41.46%-37.2pp |
| Employer contribution / active EE | $661 | $3,159-79.1% | $2,370-72.1% | $4,869-86.4% |
| Participant deferral / active EE | $6,883 | $4,212+63.4% | $3,550+93.9% | $5,287+30.2% |
| Admin fee / account holder | $650 | $8,717-92.5% | $5,586-88.4% | $10,133-93.6% |