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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 | $31,921 | $97,125-67.1% | $86,233-63.0% | $137,256-76.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.06% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,050 | $2,841-63.0% | $2,504-58.1% | $4,156-74.7% |
| Participant deferral / active EE | $5,677 | $5,180+9.6% | $4,559+24.5% | $6,407-11.4% |
| Admin fee / account holder | $602 | $9,725-93.8% | $8,342-92.8% | $12,270-95.1% |