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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 | $36,667 | $68,880-46.8% | $120,580-69.6% | $80,959-54.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 13.31% | 23.68%-10.4pp | 107.48%-94.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,729 | $2,066+80.5% | $3,469+7.5% | $2,757+35.2% |
| Participant deferral / active EE | $6,906 | $3,191+116.4% | $4,995+38.2% | $4,300+60.6% |
| Admin fee / account holder | $3,230 | $5,785-44.2% | $9,418-65.7% | $6,925-53.4% |