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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 | $113,146 | $88,707+27.6% | $74,184+52.5% | $273,972-58.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.67% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,905 | $3,159-39.7% | $2,370-19.6% | $4,869-60.9% |
| Participant deferral / active EE | $5,164 | $4,212+22.6% | $3,550+45.5% | $5,287-2.3% |
| Admin fee / account holder | $6,172 | $8,717-29.2% | $5,586+10.5% | $10,133-39.1% |