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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 | $51,031 | $45,050+13.3% | $63,018-19.0% | $70,126-27.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.36% | 18.76%+0.6pp | 87.62%-68.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,543 | $2,052-24.8% | $2,761-44.1% | $2,343-34.1% |
| Participant deferral / active EE | $2,078 | $2,466-15.7% | $3,330-37.6% | $3,332-37.6% |
| Admin fee / account holder | $3,393 | $2,834+19.7% | $3,601-5.8% | $4,645-27.0% |