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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 | $86,833 | $181,896-52.3% | $156,551-44.5% | $273,972-68.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.27% | 30.74%-27.5pp | 32.23%-29.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $4,787 | $6,248-23.4% | $5,501-13.0% | $4,869-1.7% |
| Participant deferral / active EE | $3,795 | $5,550-31.6% | $4,871-22.1% | $5,287-28.2% |
| Admin fee / account holder | $110,077 | $15,560+607.4% | $13,028+744.9% | $10,133+986.4% |