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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 | $52,113 | $77,920-33.1% | $149,723-65.2% | $75,177-30.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 25.01% | 31.72%-6.7pp | 134.50%-109.5pp | 160.75%-135.7pp |
| Employer contribution / active EE | $3,633 | $3,138+15.8% | $4,821-24.6% | $2,671+36.0% |
| Participant deferral / active EE | $6,502 | $3,411+90.6% | $5,682+14.4% | $4,126+57.6% |
| Admin fee / account holder | $419 | $5,951-93.0% | $13,215-96.8% | $5,651-92.6% |