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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 | $35,784 | $73,978-51.6% | $96,515-62.9% | $75,173-52.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.69% | 26.72%-8.0pp | 35.73%-17.0pp | 160.72%-142.0pp |
| Employer contribution / active EE | $3,841 | $2,931+31.1% | $3,740+2.7% | $2,671+43.8% |
| Participant deferral / active EE | $3,623 | $3,660-1.0% | $4,880-25.7% | $4,126-12.2% |
| Admin fee / account holder | $1,066 | $5,219-79.6% | $6,735-84.2% | $5,651-81.1% |