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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 | $33,705 | $81,331-58.6% | $155,534-78.3% | $80,935-58.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.89% | 33.37%-19.5pp | 64.92%-51.0pp | 35.66%-21.8pp |
| Employer contribution / active EE | $951 | $3,105-69.4% | $4,675-79.7% | $2,757-65.5% |
| Participant deferral / active EE | $2,774 | $3,454-19.7% | $5,630-50.7% | $4,299-35.5% |
| Admin fee / account holder | $4,320 | $7,999-46.0% | $15,900-72.8% | $6,924-37.6% |