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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 | $28,835 | $106,588-72.9% | $94,215-69.4% | $155,188-81.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 8.35% | 29.39%-21.0pp | 28.22%-19.9pp | 148.84%-140.5pp |
| Employer contribution / active EE | $2,961 | $3,080-3.9% | $2,675+10.7% | $4,248-30.3% |
| Participant deferral / active EE | $2,343 | $4,802-51.2% | $4,276-45.2% | $6,531-64.1% |
| Admin fee / account holder | $72,754 | $12,281+492.4% | $10,216+612.2% | $14,480+402.5% |