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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 | $35,964 | $86,940-58.6% | $102,434-64.9% | $80,935-55.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.57% | 18.89%-4.3pp | 29.46%-14.9pp | 35.66%-21.1pp |
| Employer contribution / active EE | $2,983 | $2,370+25.9% | $3,023-1.3% | $2,757+8.2% |
| Participant deferral / active EE | $7,948 | $4,121+92.9% | $5,055+57.2% | $4,299+84.9% |
| Admin fee / account holder | $4,555 | $8,047-43.4% | $9,462-51.9% | $6,924-34.2% |