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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 | $38,803 | $84,236-53.9% | $170,435-77.2% | $70,126-44.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.48% | 23.06%-2.6pp | 205.94%-185.5pp | 73.15%-52.7pp |
| Employer contribution / active EE | $2,107 | $3,387-37.8% | $5,432-61.2% | $2,343-10.1% |
| Participant deferral / active EE | $2,163 | $3,086-29.9% | $4,939-56.2% | $3,332-35.1% |
| Admin fee / account holder | $5,085 | $5,698-10.8% | $13,881-63.4% | $4,645+9.5% |