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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 | $42,812 | $81,358-47.4% | $155,556-72.5% | $80,959-47.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.95% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,296 | $3,106+6.1% | $4,675-29.5% | $2,757+19.5% |
| Participant deferral / active EE | $6,375 | $3,455+84.5% | $5,631+13.2% | $4,300+48.2% |
| Admin fee / account holder | $1,282 | $7,994-84.0% | $15,885-91.9% | $6,925-81.5% |