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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 | $27,235 | $97,125-72.0% | $86,233-68.4% | $137,256-80.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.97% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,280 | $2,841-19.7% | $2,504-8.9% | $4,156-45.1% |
| Participant deferral / active EE | $6,008 | $5,180+16.0% | $4,559+31.8% | $6,407-6.2% |
| Admin fee / account holder | $3,500 | $9,725-64.0% | $8,342-58.0% | $12,270-71.5% |