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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 | $33,517 | $97,125-65.5% | $86,233-61.1% | $137,256-75.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.53% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,064 | $2,841-27.4% | $2,504-17.6% | $4,156-50.3% |
| Participant deferral / active EE | $2,200 | $5,180-57.5% | $4,559-51.7% | $6,407-65.7% |
| Admin fee / account holder | $4,134 | $9,725-57.5% | $8,342-50.4% | $12,270-66.3% |