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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 | $122,053 | $88,707+37.6% | $74,184+64.5% | $273,972-55.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.51% | 11.94%-6.4pp | 17.74%-12.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,967 | $3,159+25.6% | $2,370+67.4% | $4,869-18.5% |
| Participant deferral / active EE | $10,052 | $4,212+138.7% | $3,550+183.2% | $5,287+90.1% |
| Admin fee / account holder | $4,406 | $8,717-49.5% | $5,586-21.1% | $10,133-56.5% |