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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 | $34,964 | $93,346-62.5% | $71,796-51.3% | $273,972-87.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.15% | 130.39%-123.2pp | 78.04%-70.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,708 | $2,733-37.5% | $1,924-11.3% | $4,869-64.9% |
| Participant deferral / active EE | $4,266 | $3,475+22.8% | $2,794+52.7% | $5,287-19.3% |
| Admin fee / account holder | $3,650 | $6,571-44.4% | $4,815-24.2% | $10,133-64.0% |