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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 | $104,148 | $65,712+58.5% | $57,196+82.1% | $273,972-62.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.99% | 22.01%-16.0pp | 14.59%-8.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $7,811 | $3,280+138.1% | $2,683+191.1% | $4,869+60.4% |
| Participant deferral / active EE | $13,937 | $3,782+268.5% | $3,096+350.1% | $5,287+163.6% |
| Admin fee / account holder | $1,007 | $4,838-79.2% | $3,141-68.0% | $10,133-90.1% |