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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 | $34,047 | $76,407-55.4% | $150,298-77.3% | $82,448-58.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 21.11% | 39.99%-18.9pp | 62.79%-41.7pp | 41.64%-20.5pp |
| Employer contribution / active EE | $3,066 | $2,614+17.3% | $4,154-26.2% | $2,551+20.2% |
| Participant deferral / active EE | $7,259 | $3,214+125.8% | $5,453+33.1% | $4,139+75.4% |
| Admin fee / account holder | $1,063 | $6,352-83.3% | $14,116-92.5% | $7,234-85.3% |