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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 | $96,493 | $88,707+8.8% | $74,184+30.1% | $273,972-64.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.58% | 11.94%-5.4pp | 17.74%-11.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,963 | $3,159-6.2% | $2,370+25.0% | $4,869-39.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,806 | $8,717-79.3% | $5,586-67.7% | $10,133-82.2% |