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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 | $38,118 | $91,559-58.4% | $133,978-71.5% | $79,856-52.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.24% | 61.85%-44.6pp | 45.10%-27.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $4,586 | $2,384+92.4% | $3,919+17.0% | $2,471+85.6% |
| Participant deferral / active EE | $2,657 | $3,734-28.8% | $5,047-47.4% | $3,741-29.0% |
| Admin fee / account holder | $2,085 | $6,321-67.0% | $8,930-76.7% | $5,306-60.7% |