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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 | $81,276-56.0% | $155,574-77.0% | $80,925-55.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.01% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $3,329 | $3,103+7.3% | $4,676-28.8% | $2,756+20.8% |
| Participant deferral / active EE | $2,856 | $3,453-17.3% | $5,629-49.3% | $4,299-33.6% |
| Admin fee / account holder | $369 | $7,993-95.4% | $15,914-97.7% | $6,940-94.7% |