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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 | $77,838 | $58,851+32.3% | $115,167-32.4% | $72,976+6.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 18.86% | 23.16%-4.3pp | 35.60%-16.7pp | 81.02%-62.2pp |
| Employer contribution / active EE | $1,735 | $1,798-3.5% | $3,179-45.4% | $2,440-28.9% |
| Participant deferral / active EE | $3,923 | $2,643+48.5% | $4,169-5.9% | $3,608+8.7% |
| Admin fee / account holder | $2,946 | $6,370-53.8% | $7,089-58.4% | $5,124-42.5% |