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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 | $55,725 | $86,938-35.9% | $102,423-45.6% | $80,925-31.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.95% | 18.89%-7.9pp | 29.42%-18.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,875 | $2,369-20.9% | $3,023-38.0% | $2,756-32.0% |
| Participant deferral / active EE | $3,995 | $4,120-3.1% | $5,054-21.0% | $4,299-7.1% |
| Admin fee / account holder | $1,542 | $8,053-80.8% | $9,455-83.7% | $6,940-77.8% |