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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 | $57,501 | $81,487-29.4% | $102,412-43.9% | $80,935-29.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.39% | 25.60%-11.2pp | 24.94%-10.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $4,347 | $3,103+40.1% | $3,870+12.3% | $2,757+57.7% |
| Participant deferral / active EE | $6,434 | $3,871+66.2% | $5,060+27.2% | $4,299+49.7% |
| Admin fee / account holder | $1,739 | $6,717-74.1% | $8,388-79.3% | $6,924-74.9% |