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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 | $39,268 | $78,707-50.1% | $117,861-66.7% | $70,126-44.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.30% | 23.30%-9.0pp | 335.11%-320.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $2,049 | $2,223-7.9% | $3,786-45.9% | $2,343-12.5% |
| Participant deferral / active EE | $3,767 | $3,297+14.2% | $4,482-16.0% | $3,332+13.1% |
| Admin fee / account holder | $1,787 | $5,066-64.7% | $8,021-77.7% | $4,645-61.5% |