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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 | $27,760 | $114,013-75.7% | $103,693-73.2% | $155,188-82.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.75% | 49.31%-28.6pp | 47.61%-26.9pp | 148.84%-128.1pp |
| Employer contribution / active EE | $2,256 | $3,131-28.0% | $2,920-22.8% | $4,248-46.9% |
| Participant deferral / active EE | $4,816 | $4,970-3.1% | $4,579+5.2% | $6,531-26.3% |
| Admin fee / account holder | $4,037 | $8,407-52.0% | $7,858-48.6% | $14,480-72.1% |