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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 | $35,041 | $176,402-80.1% | $134,162-73.9% | $158,982-78.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.55% | 63.66%-60.1pp | 36.35%-32.8pp | 302.99%-299.4pp |
| Employer contribution / active EE | $1,689 | $5,042-66.5% | $3,705-54.4% | $4,763-64.5% |
| Participant deferral / active EE | $3,066 | $4,093-25.1% | $3,500-12.4% | $5,983-48.8% |
| Admin fee / account holder | $3,468 | $8,719-60.2% | $6,685-48.1% | $11,252-69.2% |