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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 | $33,257 | $99,345-66.5% | $84,753-60.8% | $273,972-87.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.32% | 22.93%-18.6pp | 22.78%-18.5pp | 41.46%-37.1pp |
| Employer contribution / active EE | $8,290 | $4,214+96.7% | $3,574+131.9% | $4,869+70.3% |
| Participant deferral / active EE | $6,032 | $4,270+41.3% | $3,712+62.5% | $5,287+14.1% |
| Admin fee / account holder | $25,651 | $6,645+286.0% | $5,333+381.0% | $10,133+153.2% |