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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 | $108,225 | $92,219+17.4% | $76,768+41.0% | $135,379-20.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 4.75% | 5.46%-0.7pp | 2.43%+2.3pp | 519.79%-515.0pp |
| Employer contribution / active EE | $8,941 | $3,216+178.0% | $2,485+259.8% | $4,779+87.1% |
| Participant deferral / active EE | $6,228 | $4,508+38.1% | $3,852+61.7% | $5,609+11.0% |
| Admin fee / account holder | $7,876 | $10,749-26.7% | $6,675+18.0% | $10,828-27.3% |