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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 | $50,953 | $65,034-21.7% | $90,970-44.0% | $79,856-36.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.08% | 30.45%-19.4pp | 134.60%-123.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $3,846 | $1,247+208.3% | $2,122+81.3% | $2,471+55.6% |
| Participant deferral / active EE | $2,164 | $2,512-13.9% | $3,373-35.8% | $3,741-42.1% |
| Admin fee / account holder | $2,361 | $4,536-47.9% | $5,961-60.4% | $5,306-55.5% |