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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 | $36,970 | $97,125-61.9% | $86,233-57.1% | $137,256-73.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.04% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,646 | $2,841-42.1% | $2,504-34.3% | $4,156-60.4% |
| Participant deferral / active EE | $2,850 | $5,180-45.0% | $4,559-37.5% | $6,407-55.5% |
| Admin fee / account holder | $1,040 | $9,725-89.3% | $8,342-87.5% | $12,270-91.5% |