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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 | $53,033 | $81,276-34.7% | $155,574-65.9% | $80,925-34.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.70% | 33.36%-17.7pp | 64.87%-49.2pp | 35.65%-20.0pp |
| Employer contribution / active EE | $3,144 | $3,103+1.3% | $4,676-32.8% | $2,756+14.1% |
| Participant deferral / active EE | $8,270 | $3,453+139.5% | $5,629+46.9% | $4,299+92.4% |
| Admin fee / account holder | $1,509 | $7,993-81.1% | $15,914-90.5% | $6,940-78.3% |