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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 | $40,480 | $78,690-48.6% | $161,489-74.9% | $87,485-53.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 21.93% | 32.74%-10.8pp | 89.72%-67.8pp | 26.06%-4.1pp |
| Employer contribution / active EE | $1,804 | $2,588-30.3% | $4,268-57.7% | $2,596-30.5% |
| Participant deferral / active EE | $12,513 | $3,311+277.9% | $5,630+122.3% | $4,274+192.8% |
| Admin fee / account holder | $9,046 | $6,724+34.5% | $16,006-43.5% | $7,775+16.4% |