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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 | $14,446 | $87,166-83.4% | $76,735-81.2% | $137,256-89.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.27% | 26.50%-11.2pp | 29.77%-14.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,479 | $2,904-49.1% | $2,454-39.7% | $4,156-64.4% |
| Participant deferral / active EE | $1,874 | $4,726-60.4% | $4,088-54.2% | $6,407-70.8% |
| Admin fee / account holder | $5,110 | $8,403-39.2% | $7,189-28.9% | $12,270-58.4% |