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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 | $31,102 | $81,276-61.7% | $155,574-80.0% | $80,925-61.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 33.56% | 33.36%+0.2pp | 64.87%-31.3pp | 35.65%-2.1pp |
| Employer contribution / active EE | $2,845 | $3,103-8.3% | $4,676-39.1% | $2,756+3.2% |
| Participant deferral / active EE | $8,504 | $3,453+146.3% | $5,629+51.1% | $4,299+97.8% |
| Admin fee / account holder | $3,863 | $7,993-51.7% | $15,914-75.7% | $6,940-44.3% |