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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 | $33,054 | $107,421-69.2% | $182,262-81.9% | $94,015-64.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 25.16% | 21.32%+3.8pp | 140.60%-115.4pp | 17.84%+7.3pp |
| Employer contribution / active EE | $3,477 | $3,448+0.8% | $5,046-31.1% | $2,790+24.6% |
| Participant deferral / active EE | $5,628 | $6,558-14.2% | $8,276-32.0% | $4,249+32.4% |
| Admin fee / account holder | $1,896 | $8,692-78.2% | $16,712-88.7% | $8,951-78.8% |