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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 | $28,499 | $124,980-77.2% | $108,359-73.7% | $154,746-81.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.36% | 45.00%-35.6pp | 36.89%-27.5pp | 172.34%-163.0pp |
| Employer contribution / active EE | $2,547 | $2,851-10.7% | $2,399+6.1% | $4,379-41.8% |
| Participant deferral / active EE | $1,924 | $4,743-59.4% | $4,137-53.5% | $6,730-71.4% |
| Admin fee / account holder | $7,724 | $11,502-32.8% | $9,741-20.7% | $14,365-46.2% |