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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 | $33,383 | $73,988-54.9% | $96,538-65.4% | $75,177-55.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.91% | 26.73%-2.8pp | 35.74%-11.8pp | 160.75%-136.8pp |
| Employer contribution / active EE | $1,360 | $2,930-53.6% | $3,740-63.6% | $2,671-49.1% |
| Participant deferral / active EE | $5,656 | $3,660+54.5% | $4,880+15.9% | $4,126+37.1% |
| Admin fee / account holder | $5,755 | $5,220+10.3% | $6,737-14.6% | $5,651+1.8% |