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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 | $37,832 | $124,425-69.6% | $112,040-66.2% | $137,256-72.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.43% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,765 | $3,411-48.3% | $2,954-40.3% | $4,156-57.5% |
| Participant deferral / active EE | $3,246 | $5,718-43.2% | $5,098-36.3% | $6,407-49.3% |
| Admin fee / account holder | $2,877 | $15,207-81.1% | $12,098-76.2% | $12,270-76.6% |