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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 | $36,169 | $81,331-55.5% | $155,534-76.7% | $80,935-55.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.11% | 33.37%-20.3pp | 64.92%-51.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,118 | $3,105-31.8% | $4,675-54.7% | $2,757-23.2% |
| Participant deferral / active EE | $4,375 | $3,454+26.6% | $5,630-22.3% | $4,299+1.7% |
| Admin fee / account holder | $7,985 | $7,999-0.2% | $15,900-49.8% | $6,924+15.3% |