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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 | $51,181 | $89,364-42.7% | $141,177-63.7% | $72,983-29.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.36% | 111.86%-85.5pp | 71.40%-45.0pp | 81.01%-54.6pp |
| Employer contribution / active EE | $1,121 | $3,115-64.0% | $4,736-76.3% | $2,440-54.0% |
| Participant deferral / active EE | $4,958 | $5,419-8.5% | $6,710-26.1% | $3,608+37.4% |
| Admin fee / account holder | $2,093 | $5,959-64.9% | $10,263-79.6% | $5,124-59.2% |