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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 | $99,224 | $99,345-0.1% | $84,753+17.1% | $273,972-63.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.45% | 22.93%-13.5pp | 22.78%-13.3pp | 41.46%-32.0pp |
| Employer contribution / active EE | $6,788 | $4,214+61.1% | $3,574+89.9% | $4,869+39.4% |
| Participant deferral / active EE | $2,983 | $4,270-30.1% | $3,712-19.6% | $5,287-43.6% |
| Admin fee / account holder | $9,164 | $6,645+37.9% | $5,333+71.8% | $10,133-9.6% |