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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 | $10,181 | $112,729-91.0% | $98,716-89.7% | $137,256-92.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.33% | 38.48%-23.2pp | 31.81%-16.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,286 | $2,725-16.1% | $2,279+0.3% | $4,156-45.0% |
| Participant deferral / active EE | $3,215 | $4,640-30.7% | $4,048-20.6% | $6,407-49.8% |
| Admin fee / account holder | $2,481 | $10,129-75.5% | $8,703-71.5% | $12,270-79.8% |