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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 | $37,668 | $55,889-32.6% | $76,119-50.5% | $80,935-53.5% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 24.44% | 20.58%+3.9pp | 361.25%-336.8pp | 35.66%-11.2pp |
| Employer contribution / active EE | $2,770 | $1,866+48.4% | $2,693+2.9% | $2,757+0.5% |
| Participant deferral / active EE | $3,625 | $3,051+18.8% | $4,259-14.9% | $4,299-15.7% |
| Admin fee / account holder | $1,882 | $5,241-64.1% | $6,421-70.7% | $6,924-72.8% |