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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 | $35,337 | $99,345-64.4% | $84,753-58.3% | $273,972-87.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.84% | 22.93%-17.1pp | 22.78%-16.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $3,159 | $4,214-25.0% | $3,574-11.6% | $4,869-35.1% |
| Participant deferral / active EE | $3,685 | $4,270-13.7% | $3,712-0.7% | $5,287-30.3% |
| Admin fee / account holder | $2,519 | $6,645-62.1% | $5,333-52.8% | $10,133-75.1% |