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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 | $43,946 | $81,331-46.0% | $155,534-71.7% | $80,935-45.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.19% | 33.37%-22.2pp | 64.92%-53.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $4,385 | $3,105+41.2% | $4,675-6.2% | $2,757+59.1% |
| Participant deferral / active EE | $3,500 | $3,454+1.3% | $5,630-37.8% | $4,299-18.6% |
| Admin fee / account holder | $1,931 | $7,999-75.9% | $15,900-87.9% | $6,924-72.1% |