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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 | $36,445 | $81,262-55.2% | $155,602-76.6% | $80,911-55.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.03% | 33.34%-15.3pp | 64.81%-46.8pp | 35.63%-17.6pp |
| Employer contribution / active EE | $3,387 | $3,102+9.2% | $4,675-27.5% | $2,756+22.9% |
| Participant deferral / active EE | $9,379 | $3,451+171.7% | $5,629+66.6% | $4,297+118.3% |
| Admin fee / account holder | $3,175 | $7,992-60.3% | $15,923-80.1% | $6,935-54.2% |