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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 | $15,454 | $114,119-86.5% | $107,187-85.6% | $138,895-88.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.87% | 273.21%-256.3pp | 204.55%-187.7pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,925 | $4,059-27.9% | $3,782-22.7% | $4,194-30.3% |
| Participant deferral / active EE | $5,781 | $5,538+4.4% | $5,096+13.4% | $6,396-9.6% |
| Admin fee / account holder | $1,510 | $10,024-84.9% | $9,162-83.5% | $12,562-88.0% |