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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 | $72,946 | $99,341-26.6% | $84,750-13.9% | $273,965-73.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.60% | 22.93%-19.3pp | 22.78%-19.2pp | 41.45%-37.9pp |
| Employer contribution / active EE | $2,201 | $4,214-47.8% | $3,574-38.4% | $4,869-54.8% |
| Participant deferral / active EE | $3,307 | $4,269-22.5% | $3,712-10.9% | $5,287-37.5% |
| Admin fee / account holder | $40,200 | $6,644+505.1% | $5,332+653.9% | $10,132+296.8% |