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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 | $35,163 | $54,757-35.8% | $90,300-61.1% | $72,983-51.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.17% | 30.63%-13.5pp | 78.11%-60.9pp | 81.01%-63.8pp |
| Employer contribution / active EE | $1,852 | $2,092-11.5% | $2,854-35.1% | $2,440-24.1% |
| Participant deferral / active EE | $4,691 | $2,887+62.5% | $3,884+20.8% | $3,608+30.0% |
| Admin fee / account holder | $3,297 | $3,972-17.0% | $5,353-38.4% | $5,124-35.6% |