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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 | $31,296 | $112,729-72.2% | $98,716-68.3% | $137,256-77.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.70% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,423 | $2,725-47.8% | $2,279-37.5% | $4,156-65.7% |
| Participant deferral / active EE | $2,306 | $4,640-50.3% | $4,048-43.0% | $6,407-64.0% |
| Admin fee / account holder | $9,758 | $10,129-3.7% | $8,703+12.1% | $12,270-20.5% |