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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 | $106,132 | $99,345+6.8% | $84,753+25.2% | $273,972-61.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.57% | 22.93%-16.4pp | 22.78%-16.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $923 | $4,214-78.1% | $3,574-74.2% | $4,869-81.0% |
| Participant deferral / active EE | $8,286 | $4,270+94.1% | $3,712+123.2% | $5,287+56.7% |
| Admin fee / account holder | $6,252 | $6,645-5.9% | $5,333+17.2% | $10,133-38.3% |