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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 | $81,331-55.2% | $155,534-76.6% | $80,935-55.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.03% | 33.37%-15.3pp | 64.92%-46.9pp | 35.66%-17.6pp |
| Employer contribution / active EE | $3,387 | $3,105+9.1% | $4,675-27.5% | $2,757+22.9% |
| Participant deferral / active EE | $9,379 | $3,454+171.5% | $5,630+66.6% | $4,299+118.1% |
| Admin fee / account holder | $3,175 | $7,999-60.3% | $15,900-80.0% | $6,924-54.1% |