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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 | $32,897 | $81,476-59.6% | $102,383-67.9% | $80,925-59.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.97% | 25.59%-13.6pp | 24.94%-13.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $8,564 | $3,105+175.8% | $3,870+121.3% | $2,756+210.7% |
| Participant deferral / active EE | $4,587 | $3,871+18.5% | $5,060-9.3% | $4,299+6.7% |
| Admin fee / account holder | $1,078 | $6,717-83.9% | $8,391-87.2% | $6,940-84.5% |