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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 | $54,089 | $99,345-45.6% | $84,753-36.2% | $273,972-80.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 33.36% | 22.93%+10.4pp | 22.78%+10.6pp | 41.46%-8.1pp |
| Employer contribution / active EE | $3,271 | $4,214-22.4% | $3,574-8.5% | $4,869-32.8% |
| Participant deferral / active EE | $5,401 | $4,270+26.5% | $3,712+45.5% | $5,287+2.2% |
| Admin fee / account holder | $22,124 | $6,645+232.9% | $5,333+314.8% | $10,133+118.3% |