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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 | $105,500 | $92,219+14.4% | $76,767+37.4% | $135,380-22.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | 3.16% | 5.46%-2.3pp | 2.43%+0.7pp | 519.81%-516.6pp |
| Employer contribution / active EE | $26,859 | $3,216+735.2% | $2,485+980.7% | $4,779+462.0% |
| Participant deferral / active EE | $5,385 | $4,508+19.5% | $3,852+39.8% | $5,609-4.0% |
| Admin fee / account holder | $827 | $10,749-92.3% | $6,675-87.6% | $10,828-92.4% |