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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 | $162,967-77.8% | $135,792-73.4% | $138,895-74.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.18% | 30.08%-14.9pp | 25.96%-10.8pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,234 | $4,211-23.2% | $3,496-7.5% | $4,194-22.9% |
| Participant deferral / active EE | $5,542 | $5,640-1.8% | $4,759+16.4% | $6,396-13.4% |
| Admin fee / account holder | $4,361 | $15,306-71.5% | $12,266-64.4% | $12,562-65.3% |