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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 | $51,643 | $65,367-21.0% | $92,915-44.4% | $72,976-29.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.15% | 42.11%-25.0pp | 109.45%-92.3pp | 81.02%-63.9pp |
| Employer contribution / active EE | $3,446 | $2,594+32.9% | $3,653-5.7% | $2,440+41.2% |
| Participant deferral / active EE | $2,024 | $3,128-35.3% | $4,238-52.3% | $3,608-43.9% |
| Admin fee / account holder | $1,569 | $4,251-63.1% | $5,796-72.9% | $5,124-69.4% |