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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 | $50,473 | $106,749-52.7% | $145,433-65.3% | $82,448-38.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.70% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,955 | $3,444-14.2% | $4,554-35.1% | $2,551+15.9% |
| Participant deferral / active EE | $3,440 | $6,519-47.2% | $7,897-56.4% | $4,139-16.9% |
| Admin fee / account holder | $3,981 | $8,390-52.6% | $13,129-69.7% | $7,234-45.0% |