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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 | $22,316 | $112,729-80.2% | $98,716-77.4% | $137,256-83.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.88% | 38.48%-12.6pp | 31.81%-5.9pp | 220.34%-194.5pp |
| Employer contribution / active EE | $2,928 | $2,725+7.5% | $2,279+28.5% | $4,156-29.5% |
| Participant deferral / active EE | $4,908 | $4,640+5.8% | $4,048+21.3% | $6,407-23.4% |
| Admin fee / account holder | $1,777 | $10,129-82.5% | $8,703-79.6% | $12,270-85.5% |