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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 | $53,328 | $81,457-34.5% | $103,378-48.4% | $80,911-34.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.18% | 25.58%-13.4pp | 24.91%-12.7pp | 35.63%-23.5pp |
| Employer contribution / active EE | $3,153 | $3,107+1.5% | $3,870-18.5% | $2,756+14.4% |
| Participant deferral / active EE | $5,357 | $3,871+38.4% | $5,058+5.9% | $4,297+24.7% |
| Admin fee / account holder | $876 | $6,717-87.0% | $8,401-89.6% | $6,935-87.4% |