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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 | $112,729-68.6% | $98,716-64.1% | $137,256-74.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.18% | 38.48%-20.3pp | 31.81%-13.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,649 | $2,725-39.5% | $2,279-27.6% | $4,156-60.3% |
| Participant deferral / active EE | $4,041 | $4,640-12.9% | $4,048-0.2% | $6,407-36.9% |
| Admin fee / account holder | $3,676 | $10,129-63.7% | $8,703-57.8% | $12,270-70.0% |