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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 | $22,452 | $97,125-76.9% | $86,233-74.0% | $137,256-83.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 31.79% | 74.19%-42.4pp | 61.39%-29.6pp | 220.34%-188.5pp |
| Employer contribution / active EE | $1,929 | $2,841-32.1% | $2,504-23.0% | $4,156-53.6% |
| Participant deferral / active EE | $2,800 | $5,180-45.9% | $4,559-38.6% | $6,407-56.3% |
| Admin fee / account holder | $1,186 | $9,725-87.8% | $8,342-85.8% | $12,270-90.3% |