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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 | $86,164 | $87,834-1.9% | $133,975-35.7% | $62,881+37.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.98% | 12.05%-2.1pp | 29.29%-19.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $5,403 | $3,482+55.1% | $5,211+3.7% | $2,281+136.9% |
| Participant deferral / active EE | $2,311 | $4,812-52.0% | $6,282-63.2% | $3,203-27.9% |
| Admin fee / account holder | $3,404 | $5,372-36.6% | $9,324-63.5% | $4,296-20.8% |