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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 | $37,457 | $77,908-51.9% | $149,696-75.0% | $75,173-50.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.22% | 31.73%-17.5pp | 134.46%-120.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $2,309 | $3,138-26.4% | $4,821-52.1% | $2,671-13.6% |
| Participant deferral / active EE | $4,689 | $3,411+37.5% | $5,682-17.5% | $4,126+13.6% |
| Admin fee / account holder | $9,753 | $5,950+63.9% | $13,212-26.2% | $5,651+72.6% |