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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 | $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 | 20.01% | 45.00%-25.0pp | 36.89%-16.9pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,663 | $2,851-41.7% | $2,399-30.7% | $4,379-62.0% |
| Participant deferral / active EE | $4,117 | $4,743-13.2% | $4,137-0.5% | $6,730-38.8% |
| Admin fee / account holder | $5,317 | $11,502-53.8% | $9,741-45.4% | $14,365-63.0% |