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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 | $50,996 | $81,358-37.3% | $155,556-67.2% | $80,959-37.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.79% | 33.39%-21.6pp | 64.84%-53.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $4,655 | $3,106+49.8% | $4,675-0.4% | $2,757+68.8% |
| Participant deferral / active EE | $3,566 | $3,455+3.2% | $5,631-36.7% | $4,300-17.1% |
| Admin fee / account holder | $3,240 | $7,994-59.5% | $15,885-79.6% | $6,925-53.2% |