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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 | $49,018 | $78,428-37.5% | $95,960-48.9% | $79,852-38.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.43% | 19.37%-5.9pp | 91.63%-78.2pp | 31.72%-18.3pp |
| Employer contribution / active EE | $1,765 | $1,945-9.3% | $2,541-30.5% | $2,471-28.6% |
| Participant deferral / active EE | $3,348 | $3,440-2.7% | $4,167-19.6% | $3,740-10.5% |
| Admin fee / account holder | $3,448 | $5,622-38.7% | $6,797-49.3% | $5,306-35.0% |