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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 | $49,438 | $91,179-45.8% | $178,499-72.3% | $79,852-38.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.55% | 24.19%-7.6pp | 151.10%-134.6pp | 31.72%-15.2pp |
| Employer contribution / active EE | $2,759 | $3,256-15.3% | $5,011-44.9% | $2,471+11.6% |
| Participant deferral / active EE | $3,985 | $3,236+23.2% | $5,202-23.4% | $3,740+6.5% |
| Admin fee / account holder | $1,251 | $6,749-81.5% | $13,986-91.1% | $5,306-76.4% |