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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 | $51,296 | $81,504-37.1% | $102,437-49.9% | $80,959-36.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.87% | 25.60%-12.7pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $4,156 | $3,104+33.9% | $3,871+7.4% | $2,757+50.7% |
| Participant deferral / active EE | $1,626 | $3,871-58.0% | $5,060-67.9% | $4,300-62.2% |
| Admin fee / account holder | $628 | $6,719-90.7% | $8,388-92.5% | $6,925-90.9% |