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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 | $50,259 | $93,617-46.3% | $135,982-63.0% | $75,177-33.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 28.17% | 30.89%-2.7pp | 68.32%-40.2pp | 160.75%-132.6pp |
| Employer contribution / active EE | $2,895 | $3,538-18.2% | $4,859-40.4% | $2,671+8.4% |
| Participant deferral / active EE | $4,623 | $6,406-27.8% | $7,760-40.4% | $4,126+12.0% |
| Admin fee / account holder | $3,031 | $6,980-56.6% | $10,767-71.8% | $5,651-46.4% |