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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 | $34,919 | $93,617-62.7% | $135,982-74.3% | $75,177-53.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.18% | 30.89%-7.7pp | 68.32%-45.1pp | 160.75%-137.6pp |
| Employer contribution / active EE | $4,236 | $3,538+19.7% | $4,859-12.8% | $2,671+58.6% |
| Participant deferral / active EE | $8,761 | $6,406+36.8% | $7,760+12.9% | $4,126+112.3% |
| Admin fee / account holder | $2,529 | $6,980-63.8% | $10,767-76.5% | $5,651-55.3% |