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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 | $33,225 | $135,956-75.6% | $123,894-73.2% | $273,972-87.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.34% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $3,948 | $5,170-23.6% | $4,617-14.5% | $4,869-18.9% |
| Participant deferral / active EE | $5,943 | $6,343-6.3% | $5,984-0.7% | $5,287+12.4% |
| Admin fee / account holder | $17,386 | $9,817+77.1% | $8,357+108.0% | $10,133+71.6% |