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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 | $81,233-37.2% | $155,567-67.2% | $80,874-36.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.79% | 33.33%-21.5pp | 64.74%-52.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $4,655 | $3,101+50.1% | $4,674-0.4% | $2,756+68.9% |
| Participant deferral / active EE | $3,566 | $3,452+3.3% | $5,628-36.6% | $4,297-17.0% |
| Admin fee / account holder | $3,240 | $7,998-59.5% | $15,916-79.6% | $6,935-53.3% |