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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 | $50,034 | $80,983-38.2% | $96,544-48.2% | $75,177-33.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.01% | 27.05%-14.0pp | 25.88%-12.9pp | 160.75%-147.7pp |
| Employer contribution / active EE | $2,044 | $2,282-10.4% | $2,966-31.1% | $2,671-23.5% |
| Participant deferral / active EE | $3,098 | $3,929-21.1% | $4,851-36.1% | $4,126-24.9% |
| Admin fee / account holder | $4,940 | $6,717-26.4% | $8,254-40.1% | $5,651-12.6% |