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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 | $56,832 | $78,707-27.8% | $117,861-51.8% | $70,126-19.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.08% | 23.30%-6.2pp | 335.11%-318.0pp | 73.15%-56.1pp |
| Employer contribution / active EE | $3,150 | $2,223+41.7% | $3,786-16.8% | $2,343+34.5% |
| Participant deferral / active EE | $3,140 | $3,297-4.8% | $4,482-29.9% | $3,332-5.8% |
| Admin fee / account holder | $4,656 | $5,066-8.1% | $8,021-41.9% | $4,645+0.2% |