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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 | $26,746 | $172,111-84.5% | $150,298-82.2% | $137,256-80.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.60% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,684 | $4,636-42.1% | $4,154-35.4% | $4,156-35.4% |
| Participant deferral / active EE | $5,693 | $6,166-7.7% | $5,453+4.4% | $6,407-11.1% |
| Admin fee / account holder | $345 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |