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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 | $19,164 | $97,125-80.3% | $86,233-77.8% | $137,256-86.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.31% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,494 | $2,841+23.0% | $2,504+39.5% | $4,156-15.9% |
| Participant deferral / active EE | $3,495 | $5,180-32.5% | $4,559-23.3% | $6,407-45.5% |
| Admin fee / account holder | $990 | $9,725-89.8% | $8,342-88.1% | $12,270-91.9% |