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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 | $33,034 | $89,364-63.0% | $141,177-76.6% | $72,983-54.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.77% | 111.86%-92.1pp | 71.40%-51.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $2,014 | $3,115-35.4% | $4,736-57.5% | $2,440-17.5% |
| Participant deferral / active EE | $3,556 | $5,419-34.4% | $6,710-47.0% | $3,608-1.4% |
| Admin fee / account holder | $3,666 | $5,959-38.5% | $10,263-64.3% | $5,124-28.5% |