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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 | $35,427 | $123,155-71.2% | $108,753-67.4% | $155,188-77.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.18% | 44.73%-26.5pp | 37.47%-19.3pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,649 | $2,811-41.4% | $2,427-32.1% | $4,248-61.2% |
| Participant deferral / active EE | $4,041 | $4,623-12.6% | $4,115-1.8% | $6,531-38.1% |
| Admin fee / account holder | $3,676 | $12,126-69.7% | $10,320-64.4% | $14,480-74.6% |