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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 | $96,731-41.0% | $123,973-54.0% | $86,983-34.4% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 15.09% | 17.33%-2.2pp | 388.13%-373.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $2,281 | $3,297-30.8% | $4,126-44.7% | $2,584-11.8% |
| Participant deferral / active EE | $4,203 | $4,152+1.2% | $5,247-19.9% | $4,194+0.2% |
| Admin fee / account holder | $3,186 | $8,722-63.5% | $11,799-73.0% | $7,856-59.4% |