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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 | $31,147 | $90,486-65.6% | $78,676-60.4% | $273,972-88.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.76% | 75.62%-64.9pp | 62.19%-51.4pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,387 | $3,175-24.8% | $2,850-16.2% | $4,869-51.0% |
| Participant deferral / active EE | $5,161 | $3,901+32.3% | $3,517+46.7% | $5,287-2.4% |
| Admin fee / account holder | $3,023 | $5,263-42.6% | $4,510-33.0% | $10,133-70.2% |