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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 | $27,798 | $114,013-75.6% | $103,693-73.2% | $155,188-82.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.69% | 49.31%-33.6pp | 47.61%-31.9pp | 148.84%-133.1pp |
| Employer contribution / active EE | $3,408 | $3,131+8.9% | $2,920+16.7% | $4,248-19.8% |
| Participant deferral / active EE | $3,046 | $4,970-38.7% | $4,579-33.5% | $6,531-53.4% |
| Admin fee / account holder | $1,499 | $8,407-82.2% | $7,858-80.9% | $14,480-89.6% |