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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 | $27,214 | $117,904-76.9% | $102,457-73.4% | $145,978-81.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.29% | 31.80%-22.5pp | 29.41%-20.1pp | 550.52%-541.2pp |
| Employer contribution / active EE | $2,352 | $3,613-34.9% | $3,022-22.2% | $4,662-49.6% |
| Participant deferral / active EE | $1,785 | $5,733-68.9% | $5,054-64.7% | $6,690-73.3% |
| Admin fee / account holder | $10,012 | $13,329-24.9% | $9,451+5.9% | $13,400-25.3% |