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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 | $104,168 | $88,707+17.4% | $74,184+40.4% | $273,972-62.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.62% | 11.94%-1.3pp | 17.74%-7.1pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,854 | $3,159-9.7% | $2,370+20.4% | $4,869-41.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,966 | $8,717-77.4% | $5,586-64.8% | $10,133-80.6% |