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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 | $61,309 | $81,331-24.6% | $155,534-60.6% | $80,935-24.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.87% | 33.37%-18.5pp | 64.92%-50.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,891 | $3,105-39.1% | $4,675-59.5% | $2,757-31.4% |
| Participant deferral / active EE | $3,598 | $3,454+4.2% | $5,630-36.1% | $4,299-16.3% |
| Admin fee / account holder | $651 | $7,999-91.9% | $15,900-95.9% | $6,924-90.6% |