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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 | $94,423 | $88,707+6.4% | $74,184+27.3% | $273,972-65.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.61% | 11.94%-1.3pp | 17.74%-7.1pp | 41.46%-30.8pp |
| Employer contribution / active EE | $8,893 | $3,159+181.5% | $2,370+275.2% | $4,869+82.7% |
| Participant deferral / active EE | $5,296 | $4,212+25.7% | $3,550+49.2% | $5,287+0.2% |
| Admin fee / account holder | $1,171 | $8,717-86.6% | $5,586-79.0% | $10,133-88.4% |