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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 | $47,820 | $65,712-27.2% | $57,196-16.4% | $273,972-82.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.17% | 22.01%-15.8pp | 14.59%-8.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $4,253 | $3,280+29.7% | $2,683+58.5% | $4,869-12.6% |
| Participant deferral / active EE | $5,331 | $3,782+41.0% | $3,096+72.2% | $5,287+0.8% |
| Admin fee / account holder | $4,048 | $4,838-16.3% | $3,141+28.9% | $10,133-60.1% |