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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 | $48,913 | $77,460-36.9% | $100,378-51.3% | $80,925-39.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 29.61% | 37.24%-7.6pp | 49.41%-19.8pp | 35.65%-6.0pp |
| Employer contribution / active EE | $4,110 | $2,801+46.7% | $3,942+4.3% | $2,756+49.1% |
| Participant deferral / active EE | $5,745 | $6,818-15.7% | $8,087-29.0% | $4,299+33.6% |
| Admin fee / account holder | $2,657 | $5,887-54.9% | $7,899-66.4% | $6,940-61.7% |