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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 | $81,262-44.4% | $155,602-71.0% | $80,911-44.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.51% | 33.34%-20.8pp | 64.81%-52.3pp | 35.63%-23.1pp |
| Employer contribution / active EE | $3,494 | $3,102+12.6% | $4,675-25.3% | $2,756+26.8% |
| Participant deferral / active EE | $5,239 | $3,451+51.8% | $5,629-6.9% | $4,297+21.9% |
| Admin fee / account holder | $1,108 | $7,992-86.1% | $15,923-93.0% | $6,935-84.0% |