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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 | $49,559 | $79,955-38.0% | $98,461-49.7% | $75,173-34.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.01% | 19.75%-6.7pp | 21.17%-8.2pp | 160.72%-147.7pp |
| Employer contribution / active EE | $1,395 | $2,264-38.4% | $3,049-54.2% | $2,671-47.8% |
| Participant deferral / active EE | $2,661 | $3,752-29.1% | $4,738-43.8% | $4,126-35.5% |
| Admin fee / account holder | $3,005 | $6,841-56.1% | $8,961-66.5% | $5,651-46.8% |