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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 | $16,293 | $124,980-87.0% | $108,359-85.0% | $154,746-89.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.66% | 45.00%-29.3pp | 36.89%-21.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,907 | $2,851-33.1% | $2,399-20.5% | $4,379-56.4% |
| Participant deferral / active EE | $4,242 | $4,743-10.6% | $4,137+2.5% | $6,730-37.0% |
| Admin fee / account holder | $9,035 | $11,502-21.4% | $9,741-7.2% | $14,365-37.1% |