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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 | $78,690-40.0% | $161,489-70.7% | $87,485-46.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 18.95% | 32.74%-13.8pp | 89.72%-70.8pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,257 | $2,588-51.4% | $4,268-70.5% | $2,596-51.6% |
| Participant deferral / active EE | $4,651 | $3,311+40.5% | $5,630-17.4% | $4,274+8.8% |
| Admin fee / account holder | $2,028 | $6,724-69.8% | $16,006-87.3% | $7,775-73.9% |