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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 | $38,237 | $108,285-64.7% | $77,552-50.7% | $158,982-75.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.92% | 31.69%-17.8pp | 54.82%-40.9pp | 302.99%-289.1pp |
| Employer contribution / active EE | $1,581 | $1,325+19.3% | $987+60.3% | $4,763-66.8% |
| Participant deferral / active EE | $3,328 | $2,455+35.5% | $1,861+78.8% | $5,983-44.4% |
| Admin fee / account holder | $1,507 | $3,709-59.4% | $2,859-47.3% | $11,252-86.6% |