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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 | $37,080 | $48,076-22.9% | $78,693-52.9% | $62,891-41.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 16.22% | 31.35%-15.1pp | 62.18%-46.0pp | 20.14%-3.9pp |
| Employer contribution / active EE | $1,463 | $2,015-27.4% | $2,850-48.7% | $2,281-35.8% |
| Participant deferral / active EE | $5,180 | $2,588+100.2% | $3,517+47.3% | $3,203+61.7% |
| Admin fee / account holder | $10,448 | $3,207+225.7% | $4,511+131.6% | $4,296+143.2% |