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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 | $53,318 | $106,588-50.0% | $94,215-43.4% | $155,188-65.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 17.71% | 29.39%-11.7pp | 28.22%-10.5pp | 148.84%-131.1pp |
| Employer contribution / active EE | $3,832 | $3,080+24.4% | $2,675+43.3% | $4,248-9.8% |
| Participant deferral / active EE | $8,046 | $4,802+67.5% | $4,276+88.2% | $6,531+23.2% |
| Admin fee / account holder | $894 | $12,281-92.7% | $10,216-91.2% | $14,480-93.8% |