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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 | $124,980-79.4% | $108,359-76.2% | $154,746-83.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.59% | 45.00%-31.4pp | 36.89%-23.3pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,424 | $2,851-15.0% | $2,399+1.0% | $4,379-44.6% |
| Participant deferral / active EE | $6,977 | $4,743+47.1% | $4,137+68.7% | $6,730+3.7% |
| Admin fee / account holder | $8,098 | $11,502-29.6% | $9,741-16.9% | $14,365-43.6% |