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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 | $34,124 | $73,940-53.8% | $96,496-64.6% | $75,173-54.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.60% | 26.71%-10.1pp | 35.70%-19.1pp | 160.65%-144.1pp |
| Employer contribution / active EE | $3,042 | $2,929+3.9% | $3,738-18.6% | $2,670+13.9% |
| Participant deferral / active EE | $5,421 | $3,659+48.2% | $4,879+11.1% | $4,126+31.4% |
| Admin fee / account holder | $4,172 | $5,216-20.0% | $6,731-38.0% | $5,651-26.2% |