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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 | $37,207 | $98,776-62.3% | $149,745-75.2% | $79,856-53.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.15% | 27.38%-13.2pp | 276.72%-262.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,389 | $3,217-25.8% | $4,646-48.6% | $2,471-3.3% |
| Participant deferral / active EE | $4,061 | $5,681-28.5% | $6,843-40.7% | $3,741+8.6% |
| Admin fee / account holder | $852 | $6,053-85.9% | $9,312-90.8% | $5,306-83.9% |