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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 | $22,324 | $111,535-80.0% | $105,223-78.8% | $137,256-83.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.17% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,319 | $3,939-41.1% | $3,689-37.1% | $4,156-44.2% |
| Participant deferral / active EE | $4,308 | $5,500-21.7% | $5,072-15.1% | $6,407-32.8% |
| Admin fee / account holder | $1,497 | $9,721-84.6% | $8,859-83.1% | $12,270-87.8% |