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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 | $42,774 | $73,988-42.2% | $96,538-55.7% | $75,177-43.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.58% | 26.73%-7.2pp | 35.74%-16.2pp | 160.75%-141.2pp |
| Employer contribution / active EE | $3,542 | $2,930+20.9% | $3,740-5.3% | $2,671+32.6% |
| Participant deferral / active EE | $4,003 | $3,660+9.4% | $4,880-18.0% | $4,126-3.0% |
| Admin fee / account holder | $1,650 | $5,220-68.4% | $6,737-75.5% | $5,651-70.8% |