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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 | $55,396 | $81,262-31.8% | $155,602-64.4% | $80,911-31.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.81% | 33.34%-18.5pp | 64.81%-50.0pp | 35.63%-20.8pp |
| Employer contribution / active EE | $2,673 | $3,102-13.8% | $4,675-42.8% | $2,756-3.0% |
| Participant deferral / active EE | $5,068 | $3,451+46.8% | $5,629-10.0% | $4,297+17.9% |
| Admin fee / account holder | $3,219 | $7,992-59.7% | $15,923-79.8% | $6,935-53.6% |