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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 | $41,484 | $77,814-46.7% | $158,223-73.8% | $86,983-52.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 18.67% | 30.54%-11.9pp | 52.09%-33.4pp | 25.83%-7.2pp |
| Employer contribution / active EE | $317 | $2,592-87.8% | $4,109-92.3% | $2,584-87.7% |
| Participant deferral / active EE | $3,545 | $3,270+8.4% | $5,467-35.2% | $4,194-15.5% |
| Admin fee / account holder | $8,850 | $5,879+50.5% | $16,047-44.9% | $7,856+12.7% |