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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 | $49,304 | $93,598-47.3% | $135,974-63.7% | $75,173-34.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.88% | 30.89%-8.0pp | 68.30%-45.4pp | 160.72%-137.8pp |
| Employer contribution / active EE | $5,024 | $3,538+42.0% | $4,859+3.4% | $2,671+88.1% |
| Participant deferral / active EE | $5,690 | $6,405-11.2% | $7,760-26.7% | $4,126+37.9% |
| Admin fee / account holder | $1,380 | $6,978-80.2% | $10,767-87.2% | $5,651-75.6% |