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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 | $15,113 | $97,125-84.4% | $86,233-82.5% | $137,256-89.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.12% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,480 | $2,841-47.9% | $2,504-40.9% | $4,156-64.4% |
| Participant deferral / active EE | $1,836 | $5,180-64.6% | $4,559-59.7% | $6,407-71.3% |
| Admin fee / account holder | $728 | $9,725-92.5% | $8,342-91.3% | $12,270-94.1% |