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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 | $36,164 | $97,125-62.8% | $86,233-58.1% | $137,256-73.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.14% | 74.19%-60.0pp | 61.39%-47.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,688 | $2,841-40.6% | $2,504-32.6% | $4,156-59.4% |
| Participant deferral / active EE | $2,352 | $5,180-54.6% | $4,559-48.4% | $6,407-63.3% |
| Admin fee / account holder | $9,376 | $9,725-3.6% | $8,342+12.4% | $12,270-23.6% |