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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 | $86,391 | $88,707-2.6% | $74,184+16.5% | $273,972-68.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.07% | 11.94%-1.9pp | 17.74%-7.7pp | 41.46%-31.4pp |
| Employer contribution / active EE | $799 | $3,159-74.7% | $2,370-66.3% | $4,869-83.6% |
| Participant deferral / active EE | $7,682 | $4,212+82.4% | $3,550+116.4% | $5,287+45.3% |
| Admin fee / account holder | $5,632 | $8,717-35.4% | $5,586+0.8% | $10,133-44.4% |