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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 | $38,115 | $65,027-41.4% | $90,970-58.1% | $79,852-52.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 25.16% | 30.45%-5.3pp | 134.58%-109.4pp | 31.72%-6.6pp |
| Employer contribution / active EE | $3,487 | $1,247+179.6% | $2,122+64.3% | $2,471+41.1% |
| Participant deferral / active EE | $2,361 | $2,512-6.0% | $3,373-30.0% | $3,740-36.9% |
| Admin fee / account holder | $421 | $4,535-90.7% | $5,960-92.9% | $5,306-92.1% |