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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 | $64,534 | $73,988-12.8% | $96,538-33.2% | $75,177-14.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.42% | 26.73%-10.3pp | 35.74%-19.3pp | 160.75%-144.3pp |
| Employer contribution / active EE | $2,928 | $2,930-0.1% | $3,740-21.7% | $2,671+9.6% |
| Participant deferral / active EE | $5,383 | $3,660+47.1% | $4,880+10.3% | $4,126+30.5% |
| Admin fee / account holder | $3,506 | $5,220-32.8% | $6,737-48.0% | $5,651-38.0% |