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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 | $40,349 | $99,345-59.4% | $84,753-52.4% | $273,972-85.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.07% | 22.93%-15.9pp | 22.78%-15.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,663 | $4,214-13.1% | $3,574+2.5% | $4,869-24.8% |
| Participant deferral / active EE | $5,615 | $4,270+31.5% | $3,712+51.3% | $5,287+6.2% |
| Admin fee / account holder | $13,948 | $6,645+109.9% | $5,333+161.5% | $10,133+37.6% |