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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 | $92,682 | $88,707+4.5% | $74,184+24.9% | $273,972-66.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.07% | 11.94%-5.9pp | 17.74%-11.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $4,025 | $3,159+27.4% | $2,370+69.8% | $4,869-17.3% |
| Participant deferral / active EE | $5,295 | $4,212+25.7% | $3,550+49.2% | $5,287+0.1% |
| Admin fee / account holder | $3,768 | $8,717-56.8% | $5,586-32.5% | $10,133-62.8% |