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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 | $56,385 | $55,930+0.8% | $76,089-25.9% | $80,925-30.3% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 26.97% | 20.58%+6.4pp | 360.94%-334.0pp | 35.65%-8.7pp |
| Employer contribution / active EE | $2,283 | $1,866+22.3% | $2,690-15.1% | $2,756-17.2% |
| Participant deferral / active EE | $4,083 | $3,051+33.8% | $4,259-4.1% | $4,299-5.0% |
| Admin fee / account holder | $1,739 | $5,241-66.8% | $6,418-72.9% | $6,940-74.9% |