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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 | $42,575 | $68,880-38.2% | $120,580-64.7% | $80,959-47.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 16.36% | 23.68%-7.3pp | 107.48%-91.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $4,457 | $2,066+115.7% | $3,469+28.5% | $2,757+61.7% |
| Participant deferral / active EE | $5,038 | $3,191+57.9% | $4,995+0.9% | $4,300+17.2% |
| Admin fee / account holder | $4,755 | $5,785-17.8% | $9,418-49.5% | $6,925-31.3% |