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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 | $36,386 | $75,541-51.8% | $152,093-76.1% | $82,637-56.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.81% | 32.56%-11.7pp | 66.36%-45.5pp | 53.51%-32.7pp |
| Employer contribution / active EE | $1,074 | $2,622-59.0% | $4,175-74.3% | $2,552-57.9% |
| Participant deferral / active EE | $6,293 | $3,206+96.3% | $5,451+15.4% | $4,126+52.5% |
| Admin fee / account holder | $3,509 | $6,405-45.2% | $14,497-75.8% | $7,339-52.2% |