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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 | $53,949 | $81,276-33.6% | $155,574-65.3% | $80,925-33.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.78% | 33.36%-21.6pp | 64.87%-53.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,152 | $3,103-30.7% | $4,676-54.0% | $2,756-21.9% |
| Participant deferral / active EE | $2,716 | $3,453-21.3% | $5,629-51.8% | $4,299-36.8% |
| Admin fee / account holder | $13,237 | $7,993+65.6% | $15,914-16.8% | $6,940+90.7% |