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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 | $195,440 | $99,345+96.7% | $84,753+130.6% | $273,972-28.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.97% | 22.93%-17.0pp | 22.78%-16.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $6,890 | $4,214+63.5% | $3,574+92.7% | $4,869+41.5% |
| Participant deferral / active EE | $7,075 | $4,270+65.7% | $3,712+90.6% | $5,287+33.8% |
| Admin fee / account holder | $1,369 | $6,645-79.4% | $5,333-74.3% | $10,133-86.5% |