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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 | $71,208-45.8% | $93,681-58.8% | $80,911-52.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 12.97% | 11.27%+1.7pp | 133.47%-120.5pp | 35.63%-22.7pp |
| Employer contribution / active EE | $3,401 | $1,564+117.4% | $2,422+40.4% | $2,756+23.4% |
| Participant deferral / active EE | $3,611 | $4,035-10.5% | $4,415-18.2% | $4,297-16.0% |
| Admin fee / account holder | $3,651 | $6,951-47.5% | $8,290-56.0% | $6,935-47.4% |