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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 | $97,550-42.4% | $120,344-53.3% | $87,485-35.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 12.73% | 18.41%-5.7pp | 20.30%-7.6pp | 26.06%-13.3pp |
| Employer contribution / active EE | $1,334 | $2,291-41.8% | $3,020-55.8% | $2,596-48.6% |
| Participant deferral / active EE | $2,943 | $4,230-30.4% | $5,135-42.7% | $4,274-31.1% |
| Admin fee / account holder | $5,457 | $9,543-42.8% | $12,742-57.2% | $7,775-29.8% |