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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 | $34,021 | $91,179-62.7% | $178,499-80.9% | $79,852-57.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.12% | 24.19%-13.1pp | 151.10%-140.0pp | 31.72%-20.6pp |
| Employer contribution / active EE | $2,663 | $3,256-18.2% | $5,011-46.9% | $2,471+7.8% |
| Participant deferral / active EE | $2,198 | $3,236-32.1% | $5,202-57.8% | $3,740-41.2% |
| Admin fee / account holder | $7,711 | $6,749+14.3% | $13,986-44.9% | $5,306+45.3% |