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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 | $53,912 | $81,331-33.7% | $155,534-65.3% | $80,935-33.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.85% | 33.37%-21.5pp | 64.92%-53.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $3,958 | $3,105+27.5% | $4,675-15.3% | $2,757+43.6% |
| Participant deferral / active EE | $3,655 | $3,454+5.8% | $5,630-35.1% | $4,299-15.0% |
| Admin fee / account holder | $4,804 | $7,999-39.9% | $15,900-69.8% | $6,924-30.6% |