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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 | $47,667 | $65,034-26.7% | $90,970-47.6% | $79,856-40.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.29% | 30.45%-17.2pp | 134.60%-121.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,956 | $1,247+56.8% | $2,122-7.8% | $2,471-20.8% |
| Participant deferral / active EE | $1,166 | $2,512-53.6% | $3,373-65.4% | $3,741-68.8% |
| Admin fee / account holder | $768 | $4,536-83.1% | $5,961-87.1% | $5,306-85.5% |