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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 | $38,602 | $71,197-45.8% | $93,669-58.8% | $80,925-52.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.97% | 11.27%+1.7pp | 133.59%-120.6pp | 35.65%-22.7pp |
| Employer contribution / active EE | $3,401 | $1,565+117.3% | $2,424+40.3% | $2,756+23.4% |
| Participant deferral / active EE | $3,611 | $4,036-10.5% | $4,416-18.2% | $4,299-16.0% |
| Admin fee / account holder | $3,651 | $6,959-47.5% | $8,291-56.0% | $6,940-47.4% |