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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 | $34,594 | $83,337-58.5% | $67,834-49.0% | $273,972-87.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 12.86% | 259.45%-246.6pp | 138.47%-125.6pp | 41.46%-28.6pp |
| Employer contribution / active EE | $3,453 | $3,287+5.0% | $2,403+43.7% | $4,869-29.1% |
| Participant deferral / active EE | $9,081 | $4,088+122.1% | $3,160+187.4% | $5,287+71.8% |
| Admin fee / account holder | $893 | $6,752-86.8% | $4,622-80.7% | $10,133-91.2% |