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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 | $129,522 | $99,345+30.4% | $84,753+52.8% | $273,972-52.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.29% | 22.93%-17.6pp | 22.78%-17.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $4,662 | $4,214+10.6% | $3,574+30.4% | $4,869-4.3% |
| Participant deferral / active EE | $7,907 | $4,270+85.2% | $3,712+113.0% | $5,287+49.5% |
| Admin fee / account holder | $3,108 | $6,645-53.2% | $5,333-41.7% | $10,133-69.3% |