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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 | $53,952 | $76,407-29.4% | $150,298-64.1% | $82,448-34.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.52% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,962 | $2,614+13.3% | $4,154-28.7% | $2,551+16.1% |
| Participant deferral / active EE | $5,569 | $3,214+73.3% | $5,453+2.1% | $4,139+34.5% |
| Admin fee / account holder | $938 | $6,352-85.2% | $14,116-93.4% | $7,234-87.0% |