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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 | $35,631 | $83,485-57.3% | $125,195-71.5% | $72,976-51.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.47% | 25.77%-5.3pp | 43.79%-23.3pp | 81.02%-60.6pp |
| Employer contribution / active EE | $3,030 | $2,346+29.2% | $3,866-21.6% | $2,440+24.2% |
| Participant deferral / active EE | $4,676 | $3,586+30.4% | $4,937-5.3% | $3,608+29.6% |
| Admin fee / account holder | $1,259 | $5,518-77.2% | $9,704-87.0% | $5,124-75.4% |