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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 | $81,476-37.0% | $102,383-49.9% | $80,925-36.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.87% | 25.59%-12.7pp | 24.94%-12.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $4,156 | $3,105+33.9% | $3,870+7.4% | $2,756+50.8% |
| Participant deferral / active EE | $1,626 | $3,871-58.0% | $5,060-67.9% | $4,299-62.2% |
| Admin fee / account holder | $628 | $6,717-90.6% | $8,391-92.5% | $6,940-90.9% |