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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 | $34,265 | $112,729-69.6% | $98,716-65.3% | $137,256-75.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.04% | 38.48%-21.4pp | 31.81%-14.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,341 | $2,725-50.8% | $2,279-41.1% | $4,156-67.7% |
| Participant deferral / active EE | $1,375 | $4,640-70.4% | $4,048-66.0% | $6,407-78.5% |
| Admin fee / account holder | $3,802 | $10,129-62.5% | $8,703-56.3% | $12,270-69.0% |