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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 | $100,966 | $99,345+1.6% | $84,753+19.1% | $273,970-63.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.43% | 22.93%-17.5pp | 22.78%-17.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $8,112 | $4,214+92.5% | $3,574+126.9% | $4,869+66.6% |
| Participant deferral / active EE | $5,374 | $4,270+25.9% | $3,712+44.8% | $5,287+1.6% |
| Admin fee / account holder | $4,565 | $6,645-31.3% | $5,333-14.4% | $10,132-55.0% |