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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 | $124,980-73.3% | $108,359-69.2% | $154,746-78.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 25.35% | 45.00%-19.6pp | 36.89%-11.5pp | 172.34%-147.0pp |
| Employer contribution / active EE | $1,409 | $2,851-50.6% | $2,399-41.3% | $4,379-67.8% |
| Participant deferral / active EE | $12,461 | $4,743+162.7% | $4,137+201.2% | $6,730+85.1% |
| Admin fee / account holder | $8,779 | $11,502-23.7% | $9,741-9.9% | $14,365-38.9% |