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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 | $28,456 | $87,166-67.4% | $76,735-62.9% | $137,256-79.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.07% | 26.50%-13.4pp | 29.77%-16.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,502 | $2,904-13.9% | $2,454+1.9% | $4,156-39.8% |
| Participant deferral / active EE | $4,055 | $4,726-14.2% | $4,088-0.8% | $6,407-36.7% |
| Admin fee / account holder | $1,199 | $8,403-85.7% | $7,189-83.3% | $12,270-90.2% |