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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 | $32,577 | $62,672-48.0% | $185,117-82.4% | $70,126-53.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 14.75% | 40.79%-26.0pp | 40.50%-25.7pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,747 | $1,753-0.3% | $4,182-58.2% | $2,343-25.4% |
| Participant deferral / active EE | $3,020 | $3,272-7.7% | $5,045-40.1% | $3,332-9.4% |
| Admin fee / account holder | $5,514 | $3,932+40.2% | $8,159-32.4% | $4,645+18.7% |