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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 | $97,395 | $101,778-4.3% | $164,975-41.0% | $80,925+20.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.35% | 16.73%-4.4pp | 70.12%-57.8pp | 35.65%-23.3pp |
| Employer contribution / active EE | $3,273 | $2,954+10.8% | $4,343-24.6% | $2,756+18.8% |
| Participant deferral / active EE | $6,159 | $4,477+37.6% | $6,033+2.1% | $4,299+43.3% |
| Admin fee / account holder | $7,115 | $8,221-13.5% | $12,688-43.9% | $6,940+2.5% |