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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 | $35,418 | $84,236-58.0% | $170,435-79.2% | $70,126-49.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.95% | 23.06%-10.1pp | 205.94%-193.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $2,205 | $3,387-34.9% | $5,432-59.4% | $2,343-5.9% |
| Participant deferral / active EE | $5,272 | $3,086+70.9% | $4,939+6.7% | $3,332+58.2% |
| Admin fee / account holder | $1,307 | $5,698-77.1% | $13,881-90.6% | $4,645-71.9% |