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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 | $81,276-33.7% | $155,574-65.3% | $80,925-33.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.85% | 33.36%-21.5pp | 64.87%-53.0pp | 35.65%-23.8pp |
| Employer contribution / active EE | $3,958 | $3,103+27.5% | $4,676-15.4% | $2,756+43.6% |
| Participant deferral / active EE | $3,655 | $3,453+5.9% | $5,629-35.1% | $4,299-15.0% |
| Admin fee / account holder | $4,804 | $7,993-39.9% | $15,914-69.8% | $6,940-30.8% |