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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 | $40,560 | $135,956-70.2% | $123,894-67.3% | $273,972-85.2% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 5.30% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,405 | $5,170-53.5% | $4,617-47.9% | $4,869-50.6% |
| Participant deferral / active EE | $6,091 | $6,343-4.0% | $5,984+1.8% | $5,287+15.2% |
| Admin fee / account holder | $37,587 | $9,817+282.9% | $8,357+349.8% | $10,133+271.0% |