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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 | $32,426 | $181,896-82.2% | $156,551-79.3% | $273,972-88.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.36% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,609 | $6,248-74.2% | $5,501-70.7% | $4,869-66.9% |
| Participant deferral / active EE | $5,305 | $5,550-4.4% | $4,871+8.9% | $5,287+0.3% |
| Admin fee / account holder | $30,925 | $15,560+98.7% | $13,028+137.4% | $10,133+205.2% |