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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 | $39,278 | $81,276-51.7% | $155,574-74.8% | $80,925-51.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.80% | 33.36%-19.6pp | 64.87%-51.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $2,292 | $3,103-26.1% | $4,676-51.0% | $2,756-16.8% |
| Participant deferral / active EE | $2,778 | $3,453-19.6% | $5,629-50.7% | $4,299-35.4% |
| Admin fee / account holder | $2,897 | $7,993-63.8% | $15,914-81.8% | $6,940-58.3% |