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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 | $46,807 | $65,685-28.7% | $57,181-18.1% | $273,965-82.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.03% | 21.99%-12.0pp | 14.59%-4.6pp | 41.45%-31.4pp |
| Employer contribution / active EE | $5,869 | $3,279+79.0% | $2,682+118.8% | $4,869+20.5% |
| Participant deferral / active EE | $3,198 | $3,781-15.4% | $3,096+3.3% | $5,287-39.5% |
| Admin fee / account holder | $35,880 | $4,835+642.1% | $3,139+1042.9% | $10,132+254.1% |