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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 | $32,596 | $141,004-76.9% | $112,273-71.0% | $139,466-76.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.76% | 32.75%-11.0pp | 30.23%-8.5pp | 373.66%-351.9pp |
| Employer contribution / active EE | $1,456 | $4,285-66.0% | $3,431-57.6% | $4,754-69.4% |
| Participant deferral / active EE | $6,303 | $5,878+7.2% | $4,800+31.3% | $6,712-6.1% |
| Admin fee / account holder | $5,479 | $9,959-45.0% | $7,752-29.3% | $11,409-52.0% |