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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 | $14,917 | $181,062-91.8% | $158,223-90.6% | $155,188-90.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 26.04% | 57.39%-31.3pp | 52.09%-26.0pp | 148.84%-122.8pp |
| Employer contribution / active EE | $1,495 | $4,565-67.3% | $4,109-63.6% | $4,248-64.8% |
| Participant deferral / active EE | $5,688 | $6,134-7.3% | $5,467+4.0% | $6,531-12.9% |
| Admin fee / account holder | $2,025 | $18,825-89.2% | $16,047-87.4% | $14,480-86.0% |