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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 | $59,728 | $101,795-41.3% | $165,100-63.8% | $80,959-26.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.31% | 16.73%-5.4pp | 70.21%-58.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,384 | $2,954-19.3% | $4,348-45.2% | $2,757-13.5% |
| Participant deferral / active EE | $5,339 | $4,476+19.3% | $6,035-11.5% | $4,300+24.1% |
| Admin fee / account holder | $3,749 | $8,221-54.4% | $12,696-70.5% | $6,925-45.9% |