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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 | $29,962 | $77,638-61.4% | $156,551-80.9% | $62,881-52.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.89% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,232 | $3,444-35.2% | $5,501-59.4% | $2,281-2.1% |
| Participant deferral / active EE | $4,373 | $3,046+43.6% | $4,871-10.2% | $3,203+36.5% |
| Admin fee / account holder | $2,601 | $5,561-53.2% | $13,028-80.0% | $4,296-39.5% |