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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 | $25,639 | $111,535-77.0% | $105,223-75.6% | $137,256-81.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.97% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,266 | $3,939-42.5% | $3,689-38.6% | $4,156-45.5% |
| Participant deferral / active EE | $8,413 | $5,500+53.0% | $5,072+65.9% | $6,407+31.3% |
| Admin fee / account holder | $7,440 | $9,721-23.5% | $8,859-16.0% | $12,270-39.4% |