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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 | $76,407-52.4% | $150,298-75.8% | $82,448-55.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.81% | 39.99%-19.2pp | 62.79%-42.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,074 | $2,614-58.9% | $4,154-74.1% | $2,551-57.9% |
| Participant deferral / active EE | $6,293 | $3,214+95.8% | $5,453+15.4% | $4,139+52.0% |
| Admin fee / account holder | $3,509 | $6,352-44.8% | $14,116-75.1% | $7,234-51.5% |