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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 | $26,428 | $141,001-81.3% | $112,228-76.5% | $139,487-81.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.84% | 32.75%-17.9pp | 30.23%-15.4pp | 373.84%-359.0pp |
| Employer contribution / active EE | $2,492 | $4,285-41.8% | $3,432-27.4% | $4,755-47.6% |
| Participant deferral / active EE | $1,958 | $5,877-66.7% | $4,800-59.2% | $6,713-70.8% |
| Admin fee / account holder | $409 | $9,959-95.9% | $7,752-94.7% | $11,407-96.4% |