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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 | $34,404 | $111,535-69.2% | $105,223-67.3% | $137,256-74.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.09% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,112 | $3,939-46.4% | $3,689-42.7% | $4,156-49.2% |
| Participant deferral / active EE | $3,890 | $5,500-29.3% | $5,072-23.3% | $6,407-39.3% |
| Admin fee / account holder | $425 | $9,721-95.6% | $8,859-95.2% | $12,270-96.5% |