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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 | $35,776 | $85,060-57.9% | $70,565-49.3% | $139,487-74.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 14.00% | 30.39%-16.4pp | 32.79%-18.8pp | 373.84%-359.8pp |
| Employer contribution / active EE | $1,944 | $3,912-50.3% | $2,976-34.7% | $4,755-59.1% |
| Participant deferral / active EE | $5,520 | $5,891-6.3% | $4,568+20.8% | $6,713-17.8% |
| Admin fee / account holder | $9,454 | $8,932+5.8% | $6,430+47.0% | $11,407-17.1% |