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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 | $35,745 | $81,233-56.0% | $155,567-77.0% | $80,874-55.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.01% | 33.33%-18.3pp | 64.74%-49.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $3,329 | $3,101+7.4% | $4,674-28.8% | $2,756+20.8% |
| Participant deferral / active EE | $2,856 | $3,452-17.3% | $5,628-49.3% | $4,297-33.5% |
| Admin fee / account holder | $369 | $7,998-95.4% | $15,916-97.7% | $6,935-94.7% |