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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 | $36,340 | $83,485-56.5% | $125,192-71.0% | $72,975-50.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.47% | 25.77%-8.3pp | 43.79%-26.3pp | 81.01%-63.5pp |
| Employer contribution / active EE | $2,318 | $2,346-1.2% | $3,866-40.0% | $2,440-5.0% |
| Participant deferral / active EE | $4,222 | $3,586+17.7% | $4,937-14.5% | $3,608+17.0% |
| Admin fee / account holder | $5,835 | $5,518+5.7% | $9,704-39.9% | $5,124+13.9% |