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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 | $68,852-46.7% | $120,524-69.6% | $80,925-54.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 13.31% | 23.67%-10.4pp | 107.36%-94.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $3,729 | $2,063+80.7% | $3,469+7.5% | $2,756+35.3% |
| Participant deferral / active EE | $6,906 | $3,187+116.7% | $4,994+38.3% | $4,299+60.7% |
| Admin fee / account holder | $3,230 | $5,781-44.1% | $9,440-65.8% | $6,940-53.5% |