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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 | $12,890 | $123,155-89.5% | $108,753-88.1% | $155,188-91.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.29% | 44.73%-27.4pp | 37.47%-20.2pp | 148.84%-131.5pp |
| Employer contribution / active EE | $2,243 | $2,811-20.2% | $2,427-7.6% | $4,248-47.2% |
| Participant deferral / active EE | $4,196 | $4,623-9.2% | $4,115+2.0% | $6,531-35.8% |
| Admin fee / account holder | $3,981 | $12,126-67.2% | $10,320-61.4% | $14,480-72.5% |