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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 | $57,969 | $110,212-47.4% | $96,534-39.9% | $139,466-58.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.69% | 26.42%-10.7pp | 25.88%-10.2pp | 373.66%-358.0pp |
| Employer contribution / active EE | $2,756 | $3,620-23.9% | $2,965-7.1% | $4,754-42.0% |
| Participant deferral / active EE | $4,514 | $5,547-18.6% | $4,851-6.9% | $6,712-32.7% |
| Admin fee / account holder | $5,191 | $11,599-55.2% | $8,253-37.1% | $11,409-54.5% |