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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 | $33,885 | $91,198-62.8% | $178,503-81.0% | $79,856-57.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 32.18% | 24.20%+8.0pp | 151.12%-118.9pp | 31.71%+0.5pp |
| Employer contribution / active EE | $1,501 | $3,257-53.9% | $5,011-70.0% | $2,471-39.2% |
| Participant deferral / active EE | $3,328 | $3,237+2.8% | $5,202-36.0% | $3,741-11.0% |
| Admin fee / account holder | $734 | $6,748-89.1% | $13,987-94.8% | $5,306-86.2% |