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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 | $36,140 | $78,690-54.1% | $161,489-77.6% | $87,485-58.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.22% | 32.74%-17.5pp | 89.72%-74.5pp | 26.06%-10.8pp |
| Employer contribution / active EE | $3,741 | $2,588+44.5% | $4,268-12.3% | $2,596+44.1% |
| Participant deferral / active EE | $2,315 | $3,311-30.1% | $5,630-58.9% | $4,274-45.8% |
| Admin fee / account holder | $3,468 | $6,724-48.4% | $16,006-78.3% | $7,775-55.4% |