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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 | $50,622 | $57,590-12.1% | $86,233-41.3% | $82,448-38.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 20.64% | 22.41%-1.8pp | 61.39%-40.8pp | 41.64%-21.0pp |
| Employer contribution / active EE | $4,166 | $1,655+151.7% | $2,504+66.3% | $2,551+63.3% |
| Participant deferral / active EE | $4,290 | $3,080+39.3% | $4,559-5.9% | $4,139+3.7% |
| Admin fee / account holder | $1,209 | $4,730-74.4% | $8,342-85.5% | $7,234-83.3% |