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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 | $54,464 | $81,487-33.2% | $102,412-46.8% | $80,935-32.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.72% | 25.60%-7.9pp | 24.94%-7.2pp | 35.66%-17.9pp |
| Employer contribution / active EE | $3,901 | $3,103+25.7% | $3,870+0.8% | $2,757+41.5% |
| Participant deferral / active EE | $10,001 | $3,871+158.4% | $5,060+97.6% | $4,299+132.6% |
| Admin fee / account holder | $784 | $6,717-88.3% | $8,388-90.7% | $6,924-88.7% |