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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 | $35,947 | $79,955-55.0% | $98,461-63.5% | $75,173-52.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.03% | 19.75%-3.7pp | 21.17%-5.1pp | 160.72%-144.7pp |
| Employer contribution / active EE | $2,639 | $2,264+16.6% | $3,049-13.4% | $2,671-1.2% |
| Participant deferral / active EE | $3,912 | $3,752+4.3% | $4,738-17.4% | $4,126-5.2% |
| Admin fee / account holder | $1,389 | $6,841-79.7% | $8,961-84.5% | $5,651-75.4% |