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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 | $51,591 | $81,262-36.5% | $155,602-66.8% | $80,911-36.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.05% | 33.34%-19.3pp | 64.81%-50.8pp | 35.63%-21.6pp |
| Employer contribution / active EE | $3,476 | $3,102+12.1% | $4,675-25.6% | $2,756+26.1% |
| Participant deferral / active EE | $4,411 | $3,451+27.8% | $5,629-21.6% | $4,297+2.6% |
| Admin fee / account holder | $1,389 | $7,992-82.6% | $15,923-91.3% | $6,935-80.0% |