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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 | $86,998 | $99,345-12.4% | $84,753+2.6% | $273,972-68.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.19% | 22.93%-16.7pp | 22.78%-16.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $7,925 | $4,214+88.1% | $3,574+121.7% | $4,869+62.8% |
| Participant deferral / active EE | $7,457 | $4,270+74.7% | $3,712+100.9% | $5,287+41.0% |
| Admin fee / account holder | $7,901 | $6,645+18.9% | $5,333+48.2% | $10,133-22.0% |