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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 | $90,510 | $132,310-31.6% | $105,754-14.4% | $273,972-67.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.62% | 10.08%-0.5pp | 12.25%-2.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $2,631 | $4,867-45.9% | $4,079-35.5% | $4,869-46.0% |
| Participant deferral / active EE | $3,135 | $6,233-49.7% | $5,326-41.1% | $5,287-40.7% |
| Admin fee / account holder | $733 | $12,036-93.9% | $8,309-91.2% | $10,133-92.8% |