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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 | $42,202 | $76,407-44.8% | $150,298-71.9% | $82,448-48.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.11% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,002 | $2,614-23.4% | $4,154-51.8% | $2,551-21.5% |
| Participant deferral / active EE | $11,070 | $3,214+244.4% | $5,453+103.0% | $4,139+167.4% |
| Admin fee / account holder | $9,799 | $6,352+54.3% | $14,116-30.6% | $7,234+35.5% |