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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 | $53,071 | $93,598-43.3% | $135,974-61.0% | $75,173-29.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.41% | 30.89%-5.5pp | 68.30%-42.9pp | 160.72%-135.3pp |
| Employer contribution / active EE | $1,858 | $3,538-47.5% | $4,859-61.8% | $2,671-30.4% |
| Participant deferral / active EE | $5,477 | $6,405-14.5% | $7,760-29.4% | $4,126+32.7% |
| Admin fee / account holder | $1,209 | $6,978-82.7% | $10,767-88.8% | $5,651-78.6% |