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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 | $36,901 | $93,598-60.6% | $135,974-72.9% | $75,173-50.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.22% | 30.89%-4.7pp | 68.30%-42.1pp | 160.72%-134.5pp |
| Employer contribution / active EE | $2,810 | $3,538-20.6% | $4,859-42.2% | $2,671+5.2% |
| Participant deferral / active EE | $5,894 | $6,405-8.0% | $7,760-24.0% | $4,126+42.8% |
| Admin fee / account holder | $2,055 | $6,978-70.6% | $10,767-80.9% | $5,651-63.6% |