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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 | $57,053 | $89,259-36.1% | $107,187-46.8% | $82,637-31.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.09% | 21.02%-5.9pp | 204.55%-189.5pp | 53.51%-38.4pp |
| Employer contribution / active EE | $2,281 | $3,080-26.0% | $3,782-39.7% | $2,552-10.6% |
| Participant deferral / active EE | $4,203 | $4,037+4.1% | $5,096-17.5% | $4,126+1.9% |
| Admin fee / account holder | $3,186 | $7,381-56.8% | $9,162-65.2% | $7,339-56.6% |