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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 | $57,131 | $117,829-51.5% | $102,423-44.2% | $145,877-60.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.00% | 31.83%-19.8pp | 29.42%-17.4pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,524 | $3,615-30.2% | $3,023-16.5% | $4,663-45.9% |
| Participant deferral / active EE | $3,653 | $5,732-36.3% | $5,054-27.7% | $6,691-45.4% |
| Admin fee / account holder | $4,706 | $13,335-64.7% | $9,455-50.2% | $13,402-64.9% |