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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 | $35,749 | $71,057-49.7% | $93,654-61.8% | $80,874-55.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 15.66% | 11.26%+4.4pp | 133.34%-117.7pp | 35.62%-20.0pp |
| Employer contribution / active EE | $2,320 | $1,564+48.4% | $2,421-4.2% | $2,756-15.8% |
| Participant deferral / active EE | $2,675 | $4,034-33.7% | $4,413-39.4% | $4,297-37.7% |
| Admin fee / account holder | $1,501 | $6,944-78.4% | $8,282-81.9% | $6,935-78.4% |