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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 | $47,822 | $135,956-64.8% | $123,894-61.4% | $273,972-82.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.93% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,905 | $5,170-63.1% | $4,617-58.7% | $4,869-60.9% |
| Participant deferral / active EE | $7,533 | $6,343+18.8% | $5,984+25.9% | $5,287+42.5% |
| Admin fee / account holder | $3,330 | $9,817-66.1% | $8,357-60.1% | $10,133-67.1% |