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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 | $37,124 | $57,352-35.3% | $83,831-55.7% | $64,173-42.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 7.03% | 11.38%-4.4pp | 850.99%-844.0pp | 7.63%-0.6pp |
| Employer contribution / active EE | $916 | $2,546-64.0% | $3,631-74.8% | $2,381-61.5% |
| Participant deferral / active EE | $1,730 | $2,993-42.2% | $4,082-57.6% | $3,470-50.2% |
| Admin fee / account holder | $2,072 | $4,046-48.8% | $5,479-62.2% | $4,887-57.6% |