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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 | $40,007 | $77,908-48.6% | $149,696-73.3% | $75,173-46.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.39% | 31.73%-16.3pp | 134.46%-119.1pp | 160.72%-145.3pp |
| Employer contribution / active EE | $3,437 | $3,138+9.5% | $4,821-28.7% | $2,671+28.7% |
| Participant deferral / active EE | $4,065 | $3,411+19.2% | $5,682-28.5% | $4,126-1.5% |
| Admin fee / account holder | $636 | $5,950-89.3% | $13,212-95.2% | $5,651-88.7% |