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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 | $35,337 | $76,407-53.8% | $150,298-76.5% | $82,448-57.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.76% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,671 | $2,614-36.1% | $4,154-59.8% | $2,551-34.5% |
| Participant deferral / active EE | $7,036 | $3,214+118.9% | $5,453+29.0% | $4,139+70.0% |
| Admin fee / account holder | $2,091 | $6,352-67.1% | $14,116-85.2% | $7,234-71.1% |