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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 | $51,280 | $29,736+72.4% | $56,033-8.5% | $80,935-36.6% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 13.98% | 35.28%-21.3pp | 1711.38%-1697.4pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,375 | $671+104.8% | $1,041+32.1% | $2,757-50.1% |
| Participant deferral / active EE | $3,529 | $1,228+187.3% | $1,954+80.6% | $4,299-17.9% |
| Admin fee / account holder | $1,753 | $2,434-28.0% | $2,827-38.0% | $6,924-74.7% |