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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 | $45,855 | $77,920-41.2% | $149,723-69.4% | $75,177-39.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.21% | 31.72%-12.5pp | 134.50%-115.3pp | 160.75%-141.5pp |
| Employer contribution / active EE | $2,226 | $3,138-29.1% | $4,821-53.8% | $2,671-16.7% |
| Participant deferral / active EE | $2,794 | $3,411-18.1% | $5,682-50.8% | $4,126-32.3% |
| Admin fee / account holder | $5,771 | $5,951-3.0% | $13,215-56.3% | $5,651+2.1% |