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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 | $12,728 | $111,535-88.6% | $105,223-87.9% | $137,256-90.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.30% | 237.85%-221.6pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,509 | $3,939-36.3% | $3,689-32.0% | $4,156-39.6% |
| Participant deferral / active EE | $2,528 | $5,500-54.0% | $5,072-50.1% | $6,407-60.5% |
| Admin fee / account holder | $954 | $9,721-90.2% | $8,859-89.2% | $12,270-92.2% |