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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 | $67,427 | $93,064-27.5% | $74,577-9.6% | $273,972-75.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 3.22% | 26.18%-23.0pp | 20.47%-17.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,762 | $3,160-44.2% | $2,525-30.2% | $4,869-63.8% |
| Participant deferral / active EE | $4,403 | $4,160+5.8% | $3,458+27.3% | $5,287-16.7% |
| Admin fee / account holder | $34,581 | $5,273+555.8% | $4,138+735.7% | $10,133+241.3% |