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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 | $33,893 | $108,825-68.9% | $156,181-78.3% | $82,448-58.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 19.50% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,896 | $2,870+35.8% | $4,294-9.3% | $2,551+52.7% |
| Participant deferral / active EE | $5,397 | $4,577+17.9% | $6,132-12.0% | $4,139+30.4% |
| Admin fee / account holder | $850 | $9,341-90.9% | $14,586-94.2% | $7,234-88.3% |