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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 | $136,843 | $105,623+29.6% | $87,502+56.4% | $273,972-50.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 10.08% | 12.26%-2.2pp | 12.21%-2.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,391 | $3,141-55.7% | $2,550-45.4% | $4,869-71.4% |
| Participant deferral / active EE | $5,004 | $3,601+39.0% | $3,149+58.9% | $5,287-5.4% |
| Admin fee / account holder | $597 | $4,781-87.5% | $4,221-85.9% | $10,133-94.1% |