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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 | $34,412 | $87,059-60.5% | $105,608-67.4% | $80,925-57.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 11.64% | 17.05%-5.4pp | 116.50%-104.9pp | 35.65%-24.0pp |
| Employer contribution / active EE | $6,025 | $2,396+151.4% | $3,167+90.3% | $2,756+118.6% |
| Participant deferral / active EE | $3,669 | $3,986-7.9% | $5,010-26.8% | $4,299-14.6% |
| Admin fee / account holder | $1,028 | $8,443-87.8% | $11,028-90.7% | $6,940-85.2% |