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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 | $47,247 | $76,407-38.2% | $150,298-68.6% | $82,448-42.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.95% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,257 | $2,614-51.9% | $4,154-69.7% | $2,551-50.7% |
| Participant deferral / active EE | $4,651 | $3,214+44.7% | $5,453-14.7% | $4,139+12.4% |
| Admin fee / account holder | $2,028 | $6,352-68.1% | $14,116-85.6% | $7,234-72.0% |