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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 | $36,099 | $185,141-80.5% | $153,416-76.5% | $155,188-76.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 15.18% | 18.72%-3.5pp | 17.84%-2.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $3,234 | $4,489-28.0% | $3,764-14.1% | $4,248-23.9% |
| Participant deferral / active EE | $5,542 | $5,477+1.2% | $4,723+17.3% | $6,531-15.2% |
| Admin fee / account holder | $4,361 | $16,005-72.8% | $13,095-66.7% | $14,480-69.9% |