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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 | $10,031 | $78,690-87.3% | $161,489-93.8% | $87,485-88.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 29.40% | 32.74%-3.3pp | 89.72%-60.3pp | 26.06%+3.3pp |
| Employer contribution / active EE | $1,641 | $2,588-36.6% | $4,268-61.6% | $2,596-36.8% |
| Participant deferral / active EE | $3,658 | $3,311+10.5% | $5,630-35.0% | $4,274-14.4% |
| Admin fee / account holder | $1,873 | $6,724-72.1% | $16,006-88.3% | $7,775-75.9% |