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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 | $38,388 | $97,125-60.5% | $86,233-55.5% | $137,256-72.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.54% | 74.19%-54.6pp | 61.39%-41.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $5,526 | $2,841+94.5% | $2,504+120.7% | $4,156+33.0% |
| Participant deferral / active EE | $4,842 | $5,180-6.5% | $4,559+6.2% | $6,407-24.4% |
| Admin fee / account holder | $1,453 | $9,725-85.1% | $8,342-82.6% | $12,270-88.2% |