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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 | $67,067 | $114,712-41.5% | $173,730-61.4% | $87,485-23.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 12.09% | 20.18%-8.1pp | 19.96%-7.9pp | 26.06%-14.0pp |
| Employer contribution / active EE | $4,303 | $2,904+48.2% | $4,577-6.0% | $2,596+65.7% |
| Participant deferral / active EE | $4,221 | $4,642-9.1% | $6,326-33.3% | $4,274-1.2% |
| Admin fee / account holder | $44,251 | $10,210+333.4% | $17,523+152.5% | $7,775+469.2% |