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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 | $29,450 | $81,276-63.8% | $155,574-81.1% | $80,925-63.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 32.78% | 33.36%-0.6pp | 64.87%-32.1pp | 35.65%-2.9pp |
| Employer contribution / active EE | $3,812 | $3,103+22.8% | $4,676-18.5% | $2,756+38.3% |
| Participant deferral / active EE | $4,900 | $3,453+41.9% | $5,629-13.0% | $4,299+14.0% |
| Admin fee / account holder | $2,156 | $7,993-73.0% | $15,914-86.4% | $6,940-68.9% |