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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 | $37,475 | $58,828-36.3% | $78,002-52.0% | $62,881-40.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.35% | 17.16%-8.8pp | 425.99%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,762 | $1,672+5.4% | $2,470-28.7% | $2,281-22.8% |
| Participant deferral / active EE | $1,683 | $2,686-37.3% | $3,497-51.9% | $3,203-47.4% |
| Admin fee / account holder | $2,092 | $4,393-52.4% | $5,481-61.8% | $4,296-51.3% |