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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 | $22,302 | $97,125-77.0% | $86,233-74.1% | $137,256-83.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.15% | 74.19%-60.0pp | 61.39%-47.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,951 | $2,841+3.9% | $2,504+17.8% | $4,156-29.0% |
| Participant deferral / active EE | $1,647 | $5,180-68.2% | $4,559-63.9% | $6,407-74.3% |
| Admin fee / account holder | $351 | $9,725-96.4% | $8,342-95.8% | $12,270-97.1% |