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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 | $37,408 | $215,361-82.6% | $171,082-78.1% | $273,972-86.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.83% | 25.14%-21.3pp | 32.56%-28.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $4,011 | $4,967-19.2% | $4,002+0.2% | $4,869-17.6% |
| Participant deferral / active EE | $8,811 | $5,543+58.9% | $4,797+83.7% | $5,287+66.6% |
| Admin fee / account holder | $34,337 | $10,846+216.6% | $8,520+303.0% | $10,133+238.9% |