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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 | $42,010 | $73,988-43.2% | $96,538-56.5% | $75,177-44.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.38% | 26.73%-11.3pp | 35.74%-20.4pp | 160.75%-145.4pp |
| Employer contribution / active EE | $2,278 | $2,930-22.3% | $3,740-39.1% | $2,671-14.7% |
| Participant deferral / active EE | $4,050 | $3,660+10.7% | $4,880-17.0% | $4,126-1.8% |
| Admin fee / account holder | $353 | $5,220-93.2% | $6,737-94.8% | $5,651-93.8% |