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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 | $35,393 | $93,064-62.0% | $74,577-52.5% | $273,972-87.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.58% | 26.18%-19.6pp | 20.47%-13.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $10,405 | $3,160+229.3% | $2,525+312.0% | $4,869+113.7% |
| Participant deferral / active EE | $8,402 | $4,160+101.9% | $3,458+143.0% | $5,287+58.9% |
| Admin fee / account holder | $4,341 | $5,273-17.7% | $4,138+4.9% | $10,133-57.2% |