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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 | $33,168 | $81,358-59.2% | $155,556-78.7% | $80,959-59.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.21% | 33.39%-22.2pp | 64.84%-53.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,070 | $3,106-33.4% | $4,675-55.7% | $2,757-24.9% |
| Participant deferral / active EE | $3,841 | $3,455+11.2% | $5,631-31.8% | $4,300-10.7% |
| Admin fee / account holder | $696 | $7,994-91.3% | $15,885-95.6% | $6,925-90.0% |