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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 | $48,075 | $58,895-18.4% | $178,503-73.1% | $73,497-34.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 28.24% | 24.86%+3.4pp | 151.12%-122.9pp | 28.51%-0.3pp |
| Employer contribution / active EE | $2,050 | $2,236-8.3% | $5,011-59.1% | $2,270-9.7% |
| Participant deferral / active EE | $2,498 | $2,567-2.7% | $5,202-52.0% | $3,740-33.2% |
| Admin fee / account holder | $3,034 | $400+657.9% | $13,987-78.3% | $513+491.4% |