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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 | $46,339 | $76,407-39.4% | $150,298-69.2% | $82,448-43.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.20% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,852 | $2,614-29.2% | $4,154-55.4% | $2,551-27.4% |
| Participant deferral / active EE | $4,090 | $3,214+27.3% | $5,453-25.0% | $4,139-1.2% |
| Admin fee / account holder | $3,030 | $6,352-52.3% | $14,116-78.5% | $7,234-58.1% |