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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 | $32,798 | $88,672-63.0% | $105,223-68.8% | $82,448-60.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.02% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,948 | $3,048-3.3% | $3,689-20.1% | $2,551+15.6% |
| Participant deferral / active EE | $4,416 | $4,036+9.4% | $5,072-12.9% | $4,139+6.7% |
| Admin fee / account holder | $3,295 | $7,146-53.9% | $8,859-62.8% | $7,234-54.4% |