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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 | $13,170 | $112,729-88.3% | $98,716-86.7% | $137,256-90.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.73% | 38.48%-24.7pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,204 | $2,725-19.1% | $2,279-3.3% | $4,156-47.0% |
| Participant deferral / active EE | $2,859 | $4,640-38.4% | $4,048-29.4% | $6,407-55.4% |
| Admin fee / account holder | $1,470 | $10,129-85.5% | $8,703-83.1% | $12,270-88.0% |