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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 | $123,155-74.0% | $108,753-70.5% | $155,188-79.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.99% | 44.73%-25.7pp | 37.47%-18.5pp | 148.84%-129.8pp |
| Employer contribution / active EE | $3,022 | $2,811+7.5% | $2,427+24.5% | $4,248-28.9% |
| Participant deferral / active EE | $4,299 | $4,623-7.0% | $4,115+4.5% | $6,531-34.2% |
| Admin fee / account holder | $2,252 | $12,126-81.4% | $10,320-78.2% | $14,480-84.4% |