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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 | $34,130 | $84,233-59.5% | $170,436-80.0% | $70,131-51.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.91% | 23.06%-10.2pp | 205.94%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $5,228 | $3,387+54.4% | $5,433-3.8% | $2,342+123.2% |
| Participant deferral / active EE | $2,867 | $3,086-7.1% | $4,939-42.0% | $3,332-14.0% |
| Admin fee / account holder | $1,334 | $5,698-76.6% | $13,880-90.4% | $4,645-71.3% |