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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 | $39,730 | $135,956-70.8% | $123,894-67.9% | $273,972-85.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.38% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,817 | $5,170-26.2% | $4,617-17.3% | $4,869-21.6% |
| Participant deferral / active EE | $6,054 | $6,343-4.6% | $5,984+1.2% | $5,287+14.5% |
| Admin fee / account holder | $17,158 | $9,817+74.8% | $8,357+105.3% | $10,133+69.3% |