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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 | $33,346 | $43,423-23.2% | $78,675-57.6% | $55,167-39.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 9.88% | 11.53%-1.7pp | 62.19%-52.3pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,993 | $1,997-0.2% | $2,850-30.1% | $1,963+1.5% |
| Participant deferral / active EE | $2,966 | $2,509+18.2% | $3,517-15.7% | $3,054-2.9% |
| Admin fee / account holder | $551 | $416+32.5% | $4,510-87.8% | $504+9.4% |