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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 | $30,857 | $81,233-62.0% | $155,567-80.2% | $80,874-61.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.61% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $4,181 | $3,101+34.8% | $4,674-10.5% | $2,756+51.7% |
| Participant deferral / active EE | $1,582 | $3,452-54.2% | $5,628-71.9% | $4,297-63.2% |
| Admin fee / account holder | $1,626 | $7,998-79.7% | $15,916-89.8% | $6,935-76.6% |