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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 | $23,688 | $135,956-82.6% | $123,894-80.9% | $273,972-91.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.27% | 56.63%-50.4pp | 47.52%-41.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,161 | $5,170-58.2% | $4,617-53.2% | $4,869-55.6% |
| Participant deferral / active EE | $3,493 | $6,343-44.9% | $5,984-41.6% | $5,287-33.9% |
| Admin fee / account holder | $6,793 | $9,817-30.8% | $8,357-18.7% | $10,133-33.0% |