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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 | $32,359 | $77,908-58.5% | $149,696-78.4% | $75,173-57.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.30% | 31.73%-11.4pp | 134.46%-114.2pp | 160.72%-140.4pp |
| Employer contribution / active EE | $3,130 | $3,138-0.2% | $4,821-35.1% | $2,671+17.2% |
| Participant deferral / active EE | $2,574 | $3,411-24.5% | $5,682-54.7% | $4,126-37.6% |
| Admin fee / account holder | $484 | $5,950-91.9% | $13,212-96.3% | $5,651-91.4% |