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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 | $34,613 | $87,834-60.6% | $133,975-74.2% | $62,881-45.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.24% | 12.05%-1.8pp | 29.29%-19.1pp | 20.14%-9.9pp |
| Employer contribution / active EE | $4,756 | $3,482+36.6% | $5,211-8.7% | $2,281+108.5% |
| Participant deferral / active EE | $3,526 | $4,812-26.7% | $6,282-43.9% | $3,203+10.1% |
| Admin fee / account holder | $2,756 | $5,372-48.7% | $9,324-70.4% | $4,296-35.8% |