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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 | $25,774 | $112,729-77.1% | $98,716-73.9% | $137,256-81.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.59% | 38.48%-24.9pp | 31.81%-18.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,424 | $2,725-11.1% | $2,279+6.4% | $4,156-41.7% |
| Participant deferral / active EE | $6,977 | $4,640+50.4% | $4,048+72.4% | $6,407+8.9% |
| Admin fee / account holder | $8,098 | $10,129-20.0% | $8,703-6.9% | $12,270-34.0% |