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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 | $124,980-74.4% | $108,359-70.4% | $154,746-79.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.99% | 45.00%-26.0pp | 36.89%-17.9pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,022 | $2,851+6.0% | $2,399+25.9% | $4,379-31.0% |
| Participant deferral / active EE | $4,299 | $4,743-9.4% | $4,137+3.9% | $6,730-36.1% |
| Admin fee / account holder | $2,252 | $11,502-80.4% | $9,741-76.9% | $14,365-84.3% |