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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 | $38,052 | $76,551-50.3% | $123,894-69.3% | $62,881-39.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.09% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,353 | $2,882-18.4% | $4,617-49.0% | $2,281+3.2% |
| Participant deferral / active EE | $3,399 | $4,840-29.8% | $5,984-43.2% | $3,203+6.1% |
| Admin fee / account holder | $14,172 | $4,826+193.7% | $8,357+69.6% | $4,296+229.9% |