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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 | $34,450 | $51,222-32.7% | $70,544-51.2% | $75,173-54.2% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 15.03% | 30.06%-15.0pp | 32.79%-17.8pp | 160.72%-145.7pp |
| Employer contribution / active EE | $2,969 | $1,827+62.5% | $2,976-0.2% | $2,671+11.2% |
| Participant deferral / active EE | $1,726 | $2,850-39.4% | $4,568-62.2% | $4,126-58.2% |
| Admin fee / account holder | $4,928 | $4,096+20.3% | $6,427-23.3% | $5,651-12.8% |