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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 | $105,552 | $99,345+6.2% | $84,753+24.5% | $273,972-61.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.00% | 22.93%-17.9pp | 22.78%-17.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $8,685 | $4,214+106.1% | $3,574+143.0% | $4,869+78.4% |
| Participant deferral / active EE | $6,236 | $4,270+46.1% | $3,712+68.0% | $5,287+18.0% |
| Admin fee / account holder | $892 | $6,645-86.6% | $5,333-83.3% | $10,133-91.2% |