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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 | $69,420 | $65,395+6.2% | $182,540-62.0% | $72,975-4.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 20.88% | 27.68%-6.8pp | 148.58%-127.7pp | 81.01%-60.1pp |
| Employer contribution / active EE | $3,053 | $1,911+59.8% | $4,076-25.1% | $2,440+25.1% |
| Participant deferral / active EE | $6,850 | $3,563+92.3% | $5,525+24.0% | $3,608+89.9% |
| Admin fee / account holder | $2,470 | $4,245-41.8% | $8,593-71.3% | $5,124-51.8% |