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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 | $57,073-13.5% | $85,126-42.0% | $80,925-39.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 11.45% | 21.69%-10.2pp | 66.63%-55.2pp | 35.65%-24.2pp |
| Employer contribution / active EE | $3,018 | $1,801+67.6% | $2,731+10.5% | $2,756+9.5% |
| Participant deferral / active EE | $5,676 | $3,113+82.3% | $4,523+25.5% | $4,299+32.0% |
| Admin fee / account holder | $3,051 | $4,988-38.8% | $6,160-50.5% | $6,940-56.0% |