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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 | $48,211 | $73,787-34.7% | $98,716-51.2% | $82,448-41.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 18.42% | 18.57%-0.1pp | 31.81%-13.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,892 | $1,511+91.3% | $2,279+26.9% | $2,551+13.4% |
| Participant deferral / active EE | $2,517 | $3,081-18.3% | $4,048-37.8% | $4,139-39.2% |
| Admin fee / account holder | $4,815 | $6,500-25.9% | $8,703-44.7% | $7,234-33.4% |