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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 | $29,155 | $111,535-73.9% | $105,223-72.3% | $137,256-78.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.69% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,138 | $3,939-45.7% | $3,689-42.0% | $4,156-48.6% |
| Participant deferral / active EE | $3,499 | $5,500-36.4% | $5,072-31.0% | $6,407-45.4% |
| Admin fee / account holder | $14,202 | $9,721+46.1% | $8,859+60.3% | $12,270+15.7% |