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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 | $30,739 | $87,166-64.7% | $76,735-59.9% | $137,256-77.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.29% | 26.50%-8.2pp | 29.77%-11.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,232 | $2,904+45.7% | $2,454+72.4% | $4,156+1.8% |
| Participant deferral / active EE | $1,316 | $4,726-72.2% | $4,088-67.8% | $6,407-79.5% |
| Admin fee / account holder | $1,166 | $8,403-86.1% | $7,189-83.8% | $12,270-90.5% |