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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 | $53,077 | $101,950-47.9% | $125,529-57.7% | $86,983-39.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 14.71% | 18.29%-3.6pp | 202.56%-187.9pp | 25.83%-11.1pp |
| Employer contribution / active EE | $3,220 | $2,358+36.5% | $3,058+5.3% | $2,584+24.6% |
| Participant deferral / active EE | $5,949 | $3,862+54.0% | $4,813+23.6% | $4,194+41.9% |
| Admin fee / account holder | $9,754 | $12,791-23.7% | $16,298-40.2% | $7,856+24.2% |