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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 | $48,401 | $106,749-54.7% | $145,433-66.7% | $82,448-41.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.85% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $5,756 | $3,444+67.1% | $4,554+26.4% | $2,551+125.7% |
| Participant deferral / active EE | $11,777 | $6,519+80.7% | $7,897+49.1% | $4,139+184.5% |
| Admin fee / account holder | $4,598 | $8,390-45.2% | $13,129-65.0% | $7,234-36.4% |