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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 | $12,140 | $112,729-89.2% | $98,716-87.7% | $137,256-91.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.88% | 38.48%-23.6pp | 31.81%-16.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,319 | $2,725+21.8% | $2,279+45.7% | $4,156-20.1% |
| Participant deferral / active EE | $2,729 | $4,640-41.2% | $4,048-32.6% | $6,407-57.4% |
| Admin fee / account holder | $3,722 | $10,129-63.3% | $8,703-57.2% | $12,270-69.7% |