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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 | $32,543 | $87,166-62.7% | $76,735-57.6% | $137,256-76.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 20.71% | 26.50%-5.8pp | 29.77%-9.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,502 | $2,904-13.9% | $2,454+2.0% | $4,156-39.8% |
| Participant deferral / active EE | $2,348 | $4,726-50.3% | $4,088-42.6% | $6,407-63.3% |
| Admin fee / account holder | $461 | $8,403-94.5% | $7,189-93.6% | $12,270-96.2% |