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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 | $55,884 | $99,345-43.7% | $84,753-34.1% | $273,972-79.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.44% | 22.93%-20.5pp | 22.78%-20.3pp | 41.46%-39.0pp |
| Employer contribution / active EE | $5,237 | $4,214+24.3% | $3,574+46.5% | $4,869+7.6% |
| Participant deferral / active EE | $6,120 | $4,270+43.3% | $3,712+64.9% | $5,287+15.8% |
| Admin fee / account holder | $41,566 | $6,645+525.5% | $5,333+679.4% | $10,133+310.2% |