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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 | $32,481 | $45,087-28.0% | $69,483-53.3% | $72,976-55.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 11.83% | 22.67%-10.8pp | 28.99%-17.2pp | 81.02%-69.2pp |
| Employer contribution / active EE | $6,776 | $2,055+229.7% | $2,780+143.8% | $2,440+177.7% |
| Participant deferral / active EE | $2,809 | $2,603+7.9% | $3,537-20.6% | $3,608-22.1% |
| Admin fee / account holder | $3,609 | $3,057+18.1% | $3,841-6.0% | $5,124-29.6% |