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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 | $43,974 | $154,228-71.5% | $145,433-69.8% | $137,256-68.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.20% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,402 | $4,804-50.0% | $4,554-47.3% | $4,156-42.2% |
| Participant deferral / active EE | $17,651 | $8,216+114.8% | $7,897+123.5% | $6,407+175.5% |
| Admin fee / account holder | $2,711 | $14,344-81.1% | $13,129-79.4% | $12,270-77.9% |