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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 | $34,840 | $181,896-80.8% | $156,551-77.7% | $273,972-87.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.52% | 30.74%-27.2pp | 32.23%-28.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,097 | $6,248-66.4% | $5,501-61.9% | $4,869-56.9% |
| Participant deferral / active EE | $3,059 | $5,550-44.9% | $4,871-37.2% | $5,287-42.1% |
| Admin fee / account holder | $1,127 | $15,560-92.8% | $13,028-91.4% | $10,133-88.9% |