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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 | $39,638 | $81,276-51.2% | $155,574-74.5% | $80,925-51.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.70% | 33.36%-20.7pp | 64.87%-52.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $4,585 | $3,103+47.7% | $4,676-2.0% | $2,756+66.3% |
| Participant deferral / active EE | $4,688 | $3,453+35.8% | $5,629-16.7% | $4,299+9.1% |
| Admin fee / account holder | $1,415 | $7,993-82.3% | $15,914-91.1% | $6,940-79.6% |