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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 | $81,331-33.7% | $155,534-65.3% | $80,935-33.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.78% | 33.37%-21.6pp | 64.92%-53.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $2,152 | $3,105-30.7% | $4,675-54.0% | $2,757-21.9% |
| Participant deferral / active EE | $2,716 | $3,454-21.4% | $5,630-51.8% | $4,299-36.8% |
| Admin fee / account holder | $13,237 | $7,999+65.5% | $15,900-16.7% | $6,924+91.2% |