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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 | $40,680 | $101,798-60.0% | $165,071-75.4% | $80,935-49.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.44% | 16.73%-4.3pp | 70.17%-57.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $3,272 | $2,954+10.7% | $4,347-24.7% | $2,757+18.7% |
| Participant deferral / active EE | $7,406 | $4,476+65.4% | $6,035+22.7% | $4,299+72.2% |
| Admin fee / account holder | $15,122 | $8,221+83.9% | $12,695+19.1% | $6,924+118.4% |