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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 | $32,945 | $87,166-62.2% | $76,735-57.1% | $137,256-76.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.02% | 26.50%-8.5pp | 29.77%-11.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,062 | $2,904+5.4% | $2,454+24.8% | $4,156-26.3% |
| Participant deferral / active EE | $1,983 | $4,726-58.0% | $4,088-51.5% | $6,407-69.0% |
| Admin fee / account holder | $3,807 | $8,403-54.7% | $7,189-47.0% | $12,270-69.0% |