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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 | $38,065 | $81,233-53.1% | $155,567-75.5% | $80,874-52.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.15% | 33.33%-15.2pp | 64.74%-46.6pp | 35.62%-17.5pp |
| Employer contribution / active EE | $1,763 | $3,101-43.2% | $4,674-62.3% | $2,756-36.0% |
| Participant deferral / active EE | $4,409 | $3,452+27.7% | $5,628-21.7% | $4,297+2.6% |
| Admin fee / account holder | $1,599 | $7,998-80.0% | $15,916-90.0% | $6,935-76.9% |