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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 | $101,822 | $88,707+14.8% | $74,185+37.3% | $273,970-62.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.62% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $5,280 | $3,159+67.1% | $2,370+122.8% | $4,869+8.4% |
| Participant deferral / active EE | $7,115 | $4,212+68.9% | $3,550+100.4% | $5,287+34.6% |
| Admin fee / account holder | $335 | $8,717-96.2% | $5,586-94.0% | $10,132-96.7% |