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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 | $91,796 | $87,834+4.5% | $133,975-31.5% | $62,881+46.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.97% | 12.05%-6.1pp | 29.29%-23.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $10,668 | $3,482+206.3% | $5,211+104.7% | $2,281+367.7% |
| Participant deferral / active EE | $5,156 | $4,812+7.1% | $6,282-17.9% | $3,203+61.0% |
| Admin fee / account holder | $631 | $5,372-88.3% | $9,324-93.2% | $4,296-85.3% |