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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 | $47,470 | $65,364-27.4% | $92,909-48.9% | $72,975-35.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 26.16% | 42.11%-15.9pp | 109.44%-83.3pp | 81.01%-54.9pp |
| Employer contribution / active EE | $3,064 | $2,594+18.1% | $3,653-16.1% | $2,440+25.6% |
| Participant deferral / active EE | $3,352 | $3,128+7.1% | $4,238-20.9% | $3,608-7.1% |
| Admin fee / account holder | $2,526 | $4,251-40.6% | $5,795-56.4% | $5,124-50.7% |