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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 | $55,485 | $69,590-20.3% | $136,867-59.5% | $94,015-41.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 11.52% | 19.62%-8.1pp | 42.97%-31.5pp | 17.84%-6.3pp |
| Employer contribution / active EE | $4,382 | $2,396+82.9% | $3,547+23.6% | $2,790+57.1% |
| Participant deferral / active EE | $1,856 | $3,437-46.0% | $4,924-62.3% | $4,249-56.3% |
| Admin fee / account holder | $701 | $8,912-92.1% | $10,340-93.2% | $8,951-92.2% |