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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 | $61,049 | $81,446-25.0% | $103,374-40.9% | $80,874-24.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.28% | 25.57%-14.3pp | 24.89%-13.6pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,542 | $3,107-50.4% | $3,869-60.1% | $2,756-44.0% |
| Participant deferral / active EE | $4,503 | $3,870+16.4% | $5,058-11.0% | $4,297+4.8% |
| Admin fee / account holder | $4,523 | $6,715-32.6% | $8,394-46.1% | $6,935-34.8% |