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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 | $33,670 | $87,059-61.3% | $105,608-68.1% | $80,925-58.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 16.50% | 17.05%-0.5pp | 116.50%-100.0pp | 35.65%-19.1pp |
| Employer contribution / active EE | $3,345 | $2,396+39.6% | $3,167+5.6% | $2,756+21.4% |
| Participant deferral / active EE | $6,293 | $3,986+57.9% | $5,010+25.6% | $4,299+46.4% |
| Admin fee / account holder | $3,652 | $8,443-56.7% | $11,028-66.9% | $6,940-47.4% |