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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 | $26,501 | $111,535-76.2% | $105,223-74.8% | $137,256-80.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.87% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $5,308 | $3,939+34.7% | $3,689+43.9% | $4,156+27.7% |
| Participant deferral / active EE | $6,647 | $5,500+20.9% | $5,072+31.1% | $6,407+3.8% |
| Admin fee / account holder | $1,050 | $9,721-89.2% | $8,859-88.1% | $12,270-91.4% |