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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 | $49,354 | $57,057-13.5% | $85,009-41.9% | $80,874-39.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 11.45% | 21.66%-10.2pp | 66.47%-55.0pp | 35.62%-24.2pp |
| Employer contribution / active EE | $3,018 | $1,799+67.8% | $2,728+10.6% | $2,756+9.5% |
| Participant deferral / active EE | $5,676 | $3,112+82.4% | $4,522+25.5% | $4,297+32.1% |
| Admin fee / account holder | $3,051 | $4,986-38.8% | $6,153-50.4% | $6,935-56.0% |