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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 | $58,675 | $99,345-40.9% | $84,753-30.8% | $273,972-78.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.99% | 22.93%-18.9pp | 22.78%-18.8pp | 41.46%-37.5pp |
| Employer contribution / active EE | $4,410 | $4,214+4.7% | $3,574+23.4% | $4,869-9.4% |
| Participant deferral / active EE | $5,440 | $4,270+27.4% | $3,712+46.5% | $5,287+2.9% |
| Admin fee / account holder | $41,547 | $6,645+525.2% | $5,333+679.0% | $10,133+310.0% |