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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 | $49,063 | $47,848+2.5% | $81,473-39.8% | $70,126-30.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 17.31% | 27.25%-9.9pp | 38.78%-21.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,335 | $1,527-12.6% | $2,568-48.0% | $2,343-43.0% |
| Participant deferral / active EE | $4,506 | $2,453+83.7% | $3,537+27.4% | $3,332+35.2% |
| Admin fee / account holder | $2,695 | $3,145-14.3% | $4,561-40.9% | $4,645-42.0% |