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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 | $15,351 | $97,125-84.2% | $86,233-82.2% | $137,256-88.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.26% | 74.19%-50.9pp | 61.39%-38.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,602 | $2,841-8.4% | $2,504+3.9% | $4,156-37.4% |
| Participant deferral / active EE | $2,745 | $5,180-47.0% | $4,559-39.8% | $6,407-57.2% |
| Admin fee / account holder | $820 | $9,725-91.6% | $8,342-90.2% | $12,270-93.3% |