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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 | $101,053 | $105,623-4.3% | $87,502+15.5% | $273,972-63.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 9.08% | 12.26%-3.2pp | 12.21%-3.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $4,167 | $3,141+32.7% | $2,550+63.4% | $4,869-14.4% |
| Participant deferral / active EE | $1,746 | $3,601-51.5% | $3,149-44.5% | $5,287-67.0% |
| Admin fee / account holder | $4,648 | $4,781-2.8% | $4,221+10.1% | $10,133-54.1% |