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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 | $52,878 | $77,814-32.0% | $158,223-66.6% | $86,983-39.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.60% | 30.54%-13.9pp | 52.09%-35.5pp | 25.83%-9.2pp |
| Employer contribution / active EE | $2,934 | $2,592+13.2% | $4,109-28.6% | $2,584+13.5% |
| Participant deferral / active EE | $1,832 | $3,270-44.0% | $5,467-66.5% | $4,194-56.3% |
| Admin fee / account holder | $14,451 | $5,879+145.8% | $16,047-9.9% | $7,856+83.9% |