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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 | $32,688 | $97,125-66.3% | $86,233-62.1% | $137,256-76.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.20% | 74.19%-54.0pp | 61.39%-41.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,587 | $2,841-8.9% | $2,504+3.3% | $4,156-37.8% |
| Participant deferral / active EE | $4,214 | $5,180-18.6% | $4,559-7.6% | $6,407-34.2% |
| Admin fee / account holder | $443 | $9,725-95.4% | $8,342-94.7% | $12,270-96.4% |