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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 | $112,729-70.4% | $98,716-66.2% | $137,256-75.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.35% | 38.48%-13.1pp | 31.81%-6.5pp | 220.34%-195.0pp |
| Employer contribution / active EE | $1,409 | $2,725-48.3% | $2,279-38.2% | $4,156-66.1% |
| Participant deferral / active EE | $12,461 | $4,640+168.5% | $4,048+207.8% | $6,407+94.5% |
| Admin fee / account holder | $8,779 | $10,129-13.3% | $8,703+0.9% | $12,270-28.5% |