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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 | $45,038 | $41,016+9.8% | $152,093-70.4% | $64,097-29.7% |
| Participation rate | 100.0% | 51.3%+48.7pp | 77.8%+22.2pp | 55.2%+44.8pp |
| Annual return | 18.94% | 39.60%-20.7pp | 66.36%-47.4pp | 34.64%-15.7pp |
| Employer contribution / active EE | $5,021 | $1,342+274.0% | $4,175+20.3% | $1,891+165.4% |
| Participant deferral / active EE | $3,879 | $1,927+101.2% | $5,451-28.8% | $3,080+25.9% |
| Admin fee / account holder | $2,045 | $2,305-11.3% | $14,497-85.9% | $3,454-40.8% |