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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 | $37,522 | $153,769-75.6% | $133,975-72.0% | $273,972-86.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.20% | 36.51%-30.3pp | 29.29%-23.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $6,103 | $6,029+1.2% | $5,211+17.1% | $4,869+25.3% |
| Participant deferral / active EE | $7,899 | $6,958+13.5% | $6,282+25.7% | $5,287+49.4% |
| Admin fee / account holder | $4,657 | $11,765-60.4% | $9,324-50.1% | $10,133-54.0% |