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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 | $73,101 | $135,956-46.2% | $123,894-41.0% | $273,972-73.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.45% | 56.63%-42.2pp | 47.52%-33.1pp | 41.46%-27.0pp |
| Employer contribution / active EE | $2,630 | $5,170-49.1% | $4,617-43.0% | $4,869-46.0% |
| Participant deferral / active EE | $6,859 | $6,343+8.1% | $5,984+14.6% | $5,287+29.7% |
| Admin fee / account holder | $649 | $9,817-93.4% | $8,357-92.2% | $10,133-93.6% |