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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 | $49,578 | $93,598-47.0% | $135,974-63.5% | $75,173-34.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.56% | 30.89%-15.3pp | 68.30%-52.7pp | 160.72%-145.2pp |
| Employer contribution / active EE | $3,715 | $3,538+5.0% | $4,859-23.5% | $2,671+39.1% |
| Participant deferral / active EE | $4,180 | $6,405-34.7% | $7,760-46.1% | $4,126+1.3% |
| Admin fee / account holder | $3,073 | $6,978-56.0% | $10,767-71.5% | $5,651-45.6% |