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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 | $53,111 | $106,524-50.1% | $152,301-65.1% | $87,485-39.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 23.65% | 26.89%-3.2pp | 80.50%-56.9pp | 26.06%-2.4pp |
| Employer contribution / active EE | $3,711 | $3,371+10.1% | $4,624-19.8% | $2,596+42.9% |
| Participant deferral / active EE | $11,037 | $6,525+69.2% | $8,004+37.9% | $4,274+158.3% |
| Admin fee / account holder | $1,175 | $8,287-85.8% | $14,398-91.8% | $7,775-84.9% |