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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 | $124,980-72.6% | $108,359-68.4% | $154,746-77.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.04% | 45.00%-28.0pp | 36.89%-19.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,341 | $2,851-53.0% | $2,399-44.1% | $4,379-69.4% |
| Participant deferral / active EE | $1,375 | $4,743-71.0% | $4,137-66.8% | $6,730-79.6% |
| Admin fee / account holder | $3,802 | $11,502-66.9% | $9,741-61.0% | $14,365-73.5% |