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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 | $34,035 | $111,535-69.5% | $105,223-67.7% | $137,256-75.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.78% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,278 | $3,939-42.2% | $3,689-38.2% | $4,156-45.2% |
| Participant deferral / active EE | $3,146 | $5,500-42.8% | $5,072-38.0% | $6,407-50.9% |
| Admin fee / account holder | $21,944 | $9,721+125.7% | $8,859+147.7% | $12,270+78.8% |