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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 | $38,880 | $93,617-58.5% | $135,982-71.4% | $75,177-48.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.95% | 30.89%-2.9pp | 68.32%-40.4pp | 160.75%-132.8pp |
| Employer contribution / active EE | $1,915 | $3,538-45.9% | $4,859-60.6% | $2,671-28.3% |
| Participant deferral / active EE | $3,073 | $6,406-52.0% | $7,760-60.4% | $4,126-25.5% |
| Admin fee / account holder | $3,590 | $6,980-48.6% | $10,767-66.7% | $5,651-36.5% |