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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 | $36,929 | $105,284-64.9% | $150,734-75.5% | $94,015-60.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 12.39% | 15.67%-3.3pp | 600.81%-588.4pp | 17.84%-5.5pp |
| Employer contribution / active EE | $3,393 | $3,599-5.7% | $4,918-31.0% | $2,790+21.6% |
| Participant deferral / active EE | $4,653 | $4,274+8.9% | $5,610-17.1% | $4,249+9.5% |
| Admin fee / account holder | $1,283 | $9,839-87.0% | $14,905-91.4% | $8,951-85.7% |