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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 | $94,747 | $93,346+1.5% | $71,796+32.0% | $273,972-65.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.77% | 130.39%-123.6pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $608 | $2,733-77.7% | $1,924-68.4% | $4,869-87.5% |
| Participant deferral / active EE | $4,327 | $3,475+24.5% | $2,794+54.9% | $5,287-18.2% |
| Admin fee / account holder | $796 | $6,571-87.9% | $4,815-83.5% | $10,133-92.1% |