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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 | $50,389 | $46,877+7.5% | $122,354-58.8% | $70,126-28.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.06% | 24.22%-8.2pp | 30.28%-14.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,809 | $1,288+118.0% | $4,051-30.7% | $2,343+19.9% |
| Participant deferral / active EE | $1,109 | $2,167-48.8% | $3,287-66.3% | $3,332-66.7% |
| Admin fee / account holder | $1,068 | $3,324-67.9% | $5,479-80.5% | $4,645-77.0% |