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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 | $56,180 | $95,453-41.1% | $112,040-49.9% | $82,448-31.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.73% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,334 | $2,318-42.4% | $2,954-54.8% | $2,551-47.7% |
| Participant deferral / active EE | $2,943 | $4,224-30.3% | $5,098-42.3% | $4,139-28.9% |
| Admin fee / account holder | $5,457 | $9,013-39.5% | $12,098-54.9% | $7,234-24.6% |