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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 | $34,916 | $106,524-67.2% | $152,301-77.1% | $87,485-60.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 20.65% | 26.89%-6.2pp | 80.50%-59.9pp | 26.06%-5.4pp |
| Employer contribution / active EE | $3,210 | $3,371-4.8% | $4,624-30.6% | $2,596+23.6% |
| Participant deferral / active EE | $6,173 | $6,525-5.4% | $8,004-22.9% | $4,274+44.4% |
| Admin fee / account holder | $1,284 | $8,287-84.5% | $14,398-91.1% | $7,775-83.5% |