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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 | $33,054 | $106,524-69.0% | $152,301-78.3% | $87,485-62.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 25.16% | 26.89%-1.7pp | 80.50%-55.3pp | 26.06%-0.9pp |
| Employer contribution / active EE | $3,477 | $3,371+3.1% | $4,624-24.8% | $2,596+33.9% |
| Participant deferral / active EE | $5,628 | $6,525-13.7% | $8,004-29.7% | $4,274+31.7% |
| Admin fee / account holder | $1,896 | $8,287-77.1% | $14,398-86.8% | $7,775-75.6% |