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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 | $44,198 | $53,774-17.8% | $134,162-67.1% | $79,856-44.7% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 12.55% | 19.01%-6.5pp | 36.35%-23.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,583 | $1,322+171.1% | $3,705-3.3% | $2,471+45.0% |
| Participant deferral / active EE | $1,999 | $2,420-17.4% | $3,500-42.9% | $3,741-46.6% |
| Admin fee / account holder | $24,737 | $3,985+520.8% | $6,685+270.0% | $5,306+366.2% |