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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 | $64,201 | $73,988-13.2% | $96,538-33.5% | $75,177-14.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.40% | 26.73%-9.3pp | 35.74%-18.3pp | 160.75%-143.3pp |
| Employer contribution / active EE | $2,115 | $2,930-27.8% | $3,740-43.5% | $2,671-20.8% |
| Participant deferral / active EE | $3,864 | $3,660+5.6% | $4,880-20.8% | $4,126-6.3% |
| Admin fee / account holder | $2,603 | $5,220-50.1% | $6,737-61.4% | $5,651-53.9% |