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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 | $17,641 | $112,729-84.4% | $98,716-82.1% | $137,256-87.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.40% | 38.48%-17.1pp | 31.81%-10.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,453 | $2,725-10.0% | $2,279+7.6% | $4,156-41.0% |
| Participant deferral / active EE | $3,304 | $4,640-28.8% | $4,048-18.4% | $6,407-48.4% |
| Admin fee / account holder | $1,403 | $10,129-86.2% | $8,703-83.9% | $12,270-88.6% |