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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 | $50,265 | $91,198-44.9% | $178,503-71.8% | $79,856-37.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.21% | 24.20%-5.0pp | 151.12%-131.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,720 | $3,257-16.5% | $5,011-45.7% | $2,471+10.1% |
| Participant deferral / active EE | $3,274 | $3,237+1.1% | $5,202-37.1% | $3,741-12.5% |
| Admin fee / account holder | $3,853 | $6,748-42.9% | $13,987-72.5% | $5,306-27.4% |