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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 | $164,547 | $88,707+85.5% | $74,184+121.8% | $273,972-39.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.12% | 11.94%-6.8pp | 17.74%-12.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $3,007 | $3,159-4.8% | $2,370+26.9% | $4,869-38.2% |
| Participant deferral / active EE | $11,220 | $4,212+166.4% | $3,550+216.1% | $5,287+112.2% |
| Admin fee / account holder | $549 | $8,717-93.7% | $5,586-90.2% | $10,133-94.6% |