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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 | $61,621 | $135,956-54.7% | $123,894-50.3% | $273,972-77.5% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 6.94% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,386 | $5,170-53.8% | $4,617-48.3% | $4,869-51.0% |
| Participant deferral / active EE | $4,353 | $6,343-31.4% | $5,984-27.3% | $5,287-17.7% |
| Admin fee / account holder | $17,498 | $9,817+78.2% | $8,357+109.4% | $10,133+72.7% |