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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 | $35,150 | $91,198-61.5% | $178,503-80.3% | $79,856-56.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.17% | 24.20%-10.0pp | 151.12%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $996 | $3,257-69.4% | $5,011-80.1% | $2,471-59.7% |
| Participant deferral / active EE | $1,484 | $3,237-54.1% | $5,202-71.5% | $3,741-60.3% |
| Admin fee / account holder | $1,714 | $6,748-74.6% | $13,987-87.7% | $5,306-67.7% |