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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 | $77,492-36.9% | $100,398-51.3% | $80,911-39.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 29.61% | 37.23%-7.6pp | 49.32%-19.7pp | 35.63%-6.0pp |
| Employer contribution / active EE | $4,110 | $2,800+46.8% | $3,946+4.2% | $2,756+49.1% |
| Participant deferral / active EE | $5,745 | $6,817-15.7% | $8,084-28.9% | $4,297+33.7% |
| Admin fee / account holder | $2,657 | $5,892-54.9% | $7,893-66.3% | $6,935-61.7% |