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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 | $57,466 | $87,132-34.0% | $105,624-45.6% | $80,959-29.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 13.20% | 17.03%-3.8pp | 116.20%-103.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $4,090 | $2,397+70.6% | $3,168+29.1% | $2,757+48.3% |
| Participant deferral / active EE | $4,468 | $3,985+12.1% | $5,013-10.9% | $4,300+3.9% |
| Admin fee / account holder | $3,192 | $8,449-62.2% | $10,961-70.9% | $6,925-53.9% |