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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 | $47,451 | $61,605-23.0% | $112,273-57.7% | $75,173-36.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 19.80% | 28.47%-8.7pp | 30.23%-10.4pp | 160.72%-140.9pp |
| Employer contribution / active EE | $1,830 | $2,015-9.2% | $3,431-46.7% | $2,671-31.5% |
| Participant deferral / active EE | $2,588 | $3,108-16.7% | $4,800-46.1% | $4,126-37.3% |
| Admin fee / account holder | $5,586 | $4,862+14.9% | $7,752-27.9% | $5,651-1.1% |