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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 | $33,342 | $156,616-78.7% | $133,346-75.0% | $198,609-83.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 25.35% | 44.25%-18.9pp | 36.85%-11.5pp | 202.70%-177.3pp |
| Employer contribution / active EE | $1,409 | $3,368-58.2% | $2,853-50.6% | $5,055-72.1% |
| Participant deferral / active EE | $12,461 | $4,920+153.3% | $4,332+187.6% | $6,977+78.6% |
| Admin fee / account holder | $8,779 | $17,468-49.7% | $14,264-38.5% | $19,030-53.9% |