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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 | $62,128 | $48,337+28.5% | $67,560-8.0% | $80,959-23.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.94% | 18.26%-5.3pp | 3533.50%-3520.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $4,146 | $2,023+105.0% | $2,737+51.5% | $2,757+50.4% |
| Participant deferral / active EE | $4,190 | $2,928+43.1% | $4,004+4.6% | $4,300-2.6% |
| Admin fee / account holder | $1,312 | $3,695-64.5% | $3,994-67.2% | $6,925-81.1% |