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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 | $33,335 | $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 | 20.01% | 38.48%-18.5pp | 31.81%-11.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,663 | $2,725-39.0% | $2,279-27.0% | $4,156-60.0% |
| Participant deferral / active EE | $4,117 | $4,640-11.3% | $4,048+1.7% | $6,407-35.7% |
| Admin fee / account holder | $5,317 | $10,129-47.5% | $8,703-38.9% | $12,270-56.7% |