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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 | $94,223 | $93,346+0.9% | $71,796+31.2% | $273,972-65.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.74% | 130.39%-124.6pp | 78.04%-72.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,803 | $2,733-34.1% | $1,924-6.3% | $4,869-63.0% |
| Participant deferral / active EE | $4,119 | $3,475+18.5% | $2,794+47.4% | $5,287-22.1% |
| Admin fee / account holder | $1,585 | $6,571-75.9% | $4,815-67.1% | $10,133-84.4% |