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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 | $31,696 | $54,763-42.1% | $90,324-64.9% | $72,976-56.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.72% | 30.63%-4.9pp | 78.15%-52.4pp | 81.02%-55.3pp |
| Employer contribution / active EE | $3,025 | $2,093+44.5% | $2,856+5.9% | $2,440+24.0% |
| Participant deferral / active EE | $7,755 | $2,887+168.6% | $3,885+99.6% | $3,608+115.0% |
| Admin fee / account holder | $1,860 | $3,973-53.2% | $5,356-65.3% | $5,124-63.7% |