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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 | $35,238 | $97,125-63.7% | $86,233-59.1% | $137,256-74.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.03% | 74.19%-60.2pp | 61.39%-47.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,256 | $2,841-55.8% | $2,504-49.8% | $4,156-69.8% |
| Participant deferral / active EE | $3,497 | $5,180-32.5% | $4,559-23.3% | $6,407-45.4% |
| Admin fee / account holder | $12,146 | $9,725+24.9% | $8,342+45.6% | $12,270-1.0% |