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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 | $38,148 | $89,370-57.3% | $141,197-73.0% | $72,976-47.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.24% | 111.88%-83.6pp | 71.41%-43.2pp | 81.02%-52.8pp |
| Employer contribution / active EE | $2,263 | $3,115-27.4% | $4,736-52.2% | $2,440-7.3% |
| Participant deferral / active EE | $4,840 | $5,419-10.7% | $6,710-27.9% | $3,608+34.2% |
| Admin fee / account holder | $3,883 | $5,957-34.8% | $10,265-62.2% | $5,124-24.2% |