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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 | $46,661 | $81,358-42.6% | $155,556-70.0% | $80,959-42.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 22.00% | 33.39%-11.4pp | 64.84%-42.8pp | 35.67%-13.7pp |
| Employer contribution / active EE | $5,273 | $3,106+69.8% | $4,675+12.8% | $2,757+91.3% |
| Participant deferral / active EE | $5,159 | $3,455+49.3% | $5,631-8.4% | $4,300+20.0% |
| Admin fee / account holder | $3,322 | $7,994-58.4% | $15,885-79.1% | $6,925-52.0% |