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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 | $53,909 | $65,364-17.5% | $92,909-42.0% | $72,975-26.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.85% | 42.11%-18.3pp | 109.44%-85.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $1,924 | $2,594-25.8% | $3,653-47.3% | $2,440-21.1% |
| Participant deferral / active EE | $3,650 | $3,128+16.7% | $4,238-13.9% | $3,608+1.2% |
| Admin fee / account holder | $2,282 | $4,251-46.3% | $5,795-60.6% | $5,124-55.5% |