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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 | $38,147 | $97,550-60.9% | $120,344-68.3% | $87,485-56.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.35% | 18.41%-2.1pp | 20.30%-3.9pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,881 | $2,291-17.9% | $3,020-37.7% | $2,596-27.6% |
| Participant deferral / active EE | $4,841 | $4,230+14.4% | $5,135-5.7% | $4,274+13.3% |
| Admin fee / account holder | $34,610 | $9,543+262.7% | $12,742+171.6% | $7,775+345.2% |