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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 | $25,438 | $97,125-73.8% | $86,233-70.5% | $137,256-81.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 26.06% | 74.19%-48.1pp | 61.39%-35.3pp | 220.34%-194.3pp |
| Employer contribution / active EE | $3,621 | $2,841+27.4% | $2,504+44.6% | $4,156-12.9% |
| Participant deferral / active EE | $11,841 | $5,180+128.6% | $4,559+159.7% | $6,407+84.8% |
| Admin fee / account holder | $3,383 | $9,725-65.2% | $8,342-59.4% | $12,270-72.4% |