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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 | $32,756 | $87,166-62.4% | $76,735-57.3% | $137,256-76.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.89% | 26.50%-9.6pp | 29.77%-12.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $8,711 | $2,904+199.9% | $2,454+254.9% | $4,156+109.6% |
| Participant deferral / active EE | $6,005 | $4,726+27.1% | $4,088+46.9% | $6,407-6.3% |
| Admin fee / account holder | $804 | $8,403-90.4% | $7,189-88.8% | $12,270-93.4% |