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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 | $102,203 | $99,345+2.9% | $84,753+20.6% | $273,972-62.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.48% | 22.93%-16.5pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,486 | $4,214-64.7% | $3,574-58.4% | $4,869-69.5% |
| Participant deferral / active EE | $5,201 | $4,270+21.8% | $3,712+40.1% | $5,287-1.6% |
| Admin fee / account holder | $377 | $6,645-94.3% | $5,333-92.9% | $10,133-96.3% |