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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 | $49,742 | $83,485-40.4% | $125,195-60.3% | $72,976-31.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.29% | 25.77%-5.5pp | 43.79%-23.5pp | 81.02%-60.7pp |
| Employer contribution / active EE | $1,960 | $2,346-16.5% | $3,866-49.3% | $2,440-19.7% |
| Participant deferral / active EE | $2,904 | $3,586-19.0% | $4,937-41.2% | $3,608-19.5% |
| Admin fee / account holder | $2,740 | $5,518-50.3% | $9,704-71.8% | $5,124-46.5% |