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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 | $42,175 | $111,535-62.2% | $105,223-59.9% | $137,256-69.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.62% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,226 | $3,939-43.5% | $3,689-39.7% | $4,156-46.4% |
| Participant deferral / active EE | $1,865 | $5,500-66.1% | $5,072-63.2% | $6,407-70.9% |
| Admin fee / account holder | $11,397 | $9,721+17.2% | $8,859+28.6% | $12,270-7.1% |