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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 | $105,969 | $88,707+19.5% | $74,184+42.8% | $273,972-61.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.83% | 11.94%-2.1pp | 17.74%-7.9pp | 41.46%-31.6pp |
| Employer contribution / active EE | $8,177 | $3,159+158.8% | $2,370+245.0% | $4,869+68.0% |
| Participant deferral / active EE | $4,930 | $4,212+17.1% | $3,550+38.9% | $5,287-6.8% |
| Admin fee / account holder | $3,442 | $8,717-60.5% | $5,586-38.4% | $10,133-66.0% |