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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 | $30,817 | $135,956-77.3% | $123,894-75.1% | $273,972-88.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.93% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,994 | $5,170-61.4% | $4,617-56.8% | $4,869-59.1% |
| Participant deferral / active EE | $9,025 | $6,343+42.3% | $5,984+50.8% | $5,287+70.7% |
| Admin fee / account holder | $2,524 | $9,817-74.3% | $8,357-69.8% | $10,133-75.1% |