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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 | $48,212 | $127,790-62.3% | $106,555-54.8% | $167,536-71.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.01% | 33.88%-22.9pp | 26.80%-15.8pp | 478.82%-467.8pp |
| Employer contribution / active EE | $1,587 | $3,428-53.7% | $2,819-43.7% | $4,839-67.2% |
| Participant deferral / active EE | $3,376 | $5,088-33.6% | $4,399-23.2% | $6,342-46.8% |
| Admin fee / account holder | $5,270 | $11,229-53.1% | $7,408-28.9% | $12,315-57.2% |