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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 | $34,392 | $60,444-43.1% | $68,948-50.1% | $82,448-58.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.2%+20.8pp | 68.1%+31.9pp |
| Annual return | 17.93% | 15.42%+2.5pp | 28.39%-10.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,934 | $3,449+14.0% | $4,165-5.5% | $2,551+54.2% |
| Participant deferral / active EE | $6,558 | $3,658+79.3% | $6,186+6.0% | $4,139+58.4% |
| Admin fee / account holder | $10,030 | $6,421+56.2% | $7,539+33.0% | $7,234+38.6% |