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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 | $67,157 | $83,485-19.6% | $125,195-46.4% | $72,976-8.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.89% | 25.77%-7.9pp | 43.79%-25.9pp | 81.02%-63.1pp |
| Employer contribution / active EE | $3,330 | $2,346+42.0% | $3,866-13.9% | $2,440+36.5% |
| Participant deferral / active EE | $4,062 | $3,586+13.3% | $4,937-17.7% | $3,608+12.6% |
| Admin fee / account holder | $32,702 | $5,518+492.6% | $9,704+237.0% | $5,124+538.2% |