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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 | $19,643 | $97,125-79.8% | $86,233-77.2% | $137,256-85.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.65% | 74.19%-61.5pp | 61.39%-48.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,451 | $2,841-48.9% | $2,504-42.1% | $4,156-65.1% |
| Participant deferral / active EE | $5,056 | $5,180-2.4% | $4,559+10.9% | $6,407-21.1% |
| Admin fee / account holder | $698 | $9,725-92.8% | $8,342-91.6% | $12,270-94.3% |