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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 | $32,923 | $96,508-65.9% | $75,901-56.6% | $152,897-78.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 17.26% | 33.99%-16.7pp | 30.76%-13.5pp | 345.43%-328.2pp |
| Employer contribution / active EE | $2,084 | $3,310-37.0% | $2,501-16.7% | $4,764-56.3% |
| Participant deferral / active EE | $3,188 | $4,554-30.0% | $3,603-11.5% | $5,851-45.5% |
| Admin fee / account holder | $8,979 | $8,081+11.1% | $5,420+65.7% | $11,599-22.6% |