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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 | $32,054 | $112,729-71.6% | $98,716-67.5% | $137,256-76.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.99% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,022 | $2,725+10.9% | $2,279+32.6% | $4,156-27.3% |
| Participant deferral / active EE | $4,299 | $4,640-7.3% | $4,048+6.2% | $6,407-32.9% |
| Admin fee / account holder | $2,252 | $10,129-77.8% | $8,703-74.1% | $12,270-81.6% |