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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 | $28,035 | $135,956-79.4% | $123,894-77.4% | $273,972-89.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.31% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,554 | $5,170-31.3% | $4,617-23.0% | $4,869-27.0% |
| Participant deferral / active EE | $3,717 | $6,343-41.4% | $5,984-37.9% | $5,287-29.7% |
| Admin fee / account holder | $18,610 | $9,817+89.6% | $8,357+122.7% | $10,133+83.7% |