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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 | $47,123 | $87,106-45.9% | $105,607-55.4% | $80,935-41.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.39% | 17.01%-4.6pp | 116.11%-103.7pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,095 | $2,396-12.6% | $3,167-33.8% | $2,757-24.0% |
| Participant deferral / active EE | $3,767 | $3,986-5.5% | $5,011-24.8% | $4,299-12.4% |
| Admin fee / account holder | $17,391 | $8,447+105.9% | $10,958+58.7% | $6,924+151.2% |