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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 | $52,672 | $81,947-35.7% | $105,387-50.0% | $72,975-27.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.40% | 42.90%-16.5pp | 26.82%-0.4pp | 81.01%-54.6pp |
| Employer contribution / active EE | $1,843 | $3,468-46.9% | $4,213-56.3% | $2,440-24.5% |
| Participant deferral / active EE | $3,440 | $4,494-23.4% | $5,502-37.5% | $3,608-4.6% |
| Admin fee / account holder | $2,647 | $6,258-57.7% | $6,559-59.6% | $5,124-48.4% |