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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 | $37,103 | $83,485-55.6% | $125,192-70.4% | $72,975-49.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.40% | 25.77%-3.4pp | 43.79%-21.4pp | 81.01%-58.6pp |
| Employer contribution / active EE | $2,640 | $2,346+12.6% | $3,866-31.7% | $2,440+8.2% |
| Participant deferral / active EE | $7,169 | $3,586+99.9% | $4,937+45.2% | $3,608+98.7% |
| Admin fee / account holder | $11,638 | $5,518+110.9% | $9,704+19.9% | $5,124+127.1% |