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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 | $37,022 | $55,457-33.2% | $77,361-52.1% | $94,015-60.6% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 12.37% | 15.57%-3.2pp | 1011.54%-999.2pp | 17.84%-5.5pp |
| Employer contribution / active EE | $3,014 | $2,255+33.7% | $2,990+0.8% | $2,790+8.0% |
| Participant deferral / active EE | $4,032 | $3,069+31.4% | $3,911+3.1% | $4,249-5.1% |
| Admin fee / account holder | $3,332 | $4,334-23.1% | $5,894-43.5% | $8,951-62.8% |