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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 | $81,358-53.2% | $155,556-75.5% | $80,959-53.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.15% | 33.39%-15.2pp | 64.84%-46.7pp | 35.67%-17.5pp |
| Employer contribution / active EE | $1,763 | $3,106-43.3% | $4,675-62.3% | $2,757-36.1% |
| Participant deferral / active EE | $4,409 | $3,455+27.6% | $5,631-21.7% | $4,300+2.5% |
| Admin fee / account holder | $1,599 | $7,994-80.0% | $15,885-89.9% | $6,925-76.9% |