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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 | $43,775 | $65,395-33.1% | $182,531-76.0% | $72,983-40.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 34.54% | 27.68%+6.9pp | 148.57%-114.0pp | 81.01%-46.5pp |
| Employer contribution / active EE | $2,024 | $1,911+5.9% | $4,075-50.3% | $2,440-17.0% |
| Participant deferral / active EE | $2,784 | $3,563-21.9% | $5,525-49.6% | $3,608-22.8% |
| Admin fee / account holder | $328 | $4,245-92.3% | $8,593-96.2% | $5,124-93.6% |