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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 | $61,699 | $61,390+0.5% | $112,228-45.0% | $75,177-17.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 19.32% | 28.47%-9.1pp | 30.23%-10.9pp | 160.75%-141.4pp |
| Employer contribution / active EE | $2,140 | $2,015+6.2% | $3,432-37.6% | $2,671-19.9% |
| Participant deferral / active EE | $3,859 | $3,108+24.2% | $4,800-19.6% | $4,126-6.5% |
| Admin fee / account holder | $3,140 | $4,862-35.4% | $7,752-59.5% | $5,651-44.4% |