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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 | $43,827 | $93,589-53.2% | $135,942-67.8% | $75,181-41.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.12% | 30.90%-11.8pp | 68.28%-49.2pp | 160.69%-141.6pp |
| Employer contribution / active EE | $1,680 | $3,537-52.5% | $4,858-65.4% | $2,671-37.1% |
| Participant deferral / active EE | $3,215 | $6,405-49.8% | $7,759-58.6% | $4,126-22.1% |
| Admin fee / account holder | $5,770 | $6,977-17.3% | $10,764-46.4% | $5,650+2.1% |