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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 | $41,612 | $111,535-62.7% | $105,223-60.5% | $137,256-69.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.73% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,740 | $3,939-55.8% | $3,689-52.8% | $4,156-58.1% |
| Participant deferral / active EE | $2,983 | $5,500-45.8% | $5,072-41.2% | $6,407-53.4% |
| Admin fee / account holder | $17,887 | $9,721+84.0% | $8,859+101.9% | $12,270+45.8% |