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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 | $95,798 | $88,707+8.0% | $74,184+29.1% | $273,972-65.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.38% | 11.94%-4.6pp | 17.74%-10.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,385 | $3,159-56.2% | $2,370-41.6% | $4,869-71.6% |
| Participant deferral / active EE | $2,814 | $4,212-33.2% | $3,550-20.7% | $5,287-46.8% |
| Admin fee / account holder | $1,239 | $8,717-85.8% | $5,586-77.8% | $10,133-87.8% |