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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 | $54,537 | $84,236-35.3% | $170,439-68.0% | $70,124-22.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.38% | 23.06%-10.7pp | 205.94%-193.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $3,097 | $3,387-8.6% | $5,433-43.0% | $2,342+32.2% |
| Participant deferral / active EE | $3,399 | $3,086+10.2% | $4,939-31.2% | $3,332+2.0% |
| Admin fee / account holder | $4,736 | $5,698-16.9% | $13,881-65.9% | $4,645+1.9% |