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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 | $85,426 | $73,978+15.5% | $96,515-11.5% | $75,173+13.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.50% | 26.72%-10.2pp | 35.73%-19.2pp | 160.72%-144.2pp |
| Employer contribution / active EE | $3,734 | $2,931+27.4% | $3,740-0.2% | $2,671+39.8% |
| Participant deferral / active EE | $3,231 | $3,660-11.7% | $4,880-33.8% | $4,126-21.7% |
| Admin fee / account holder | $5,362 | $5,219+2.8% | $6,735-20.4% | $5,651-5.1% |