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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 | $45,156 | $81,358-44.5% | $155,556-71.0% | $80,959-44.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.51% | 33.39%-20.9pp | 64.84%-52.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,494 | $3,106+12.5% | $4,675-25.3% | $2,757+26.7% |
| Participant deferral / active EE | $5,239 | $3,455+51.6% | $5,631-7.0% | $4,300+21.8% |
| Admin fee / account holder | $1,108 | $7,994-86.1% | $15,885-93.0% | $6,925-84.0% |