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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 | $26,967 | $147,594-81.7% | $121,871-77.9% | $198,609-86.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 42.44% | 12.94%+29.5pp | 13.57%+28.9pp | 202.70%-160.3pp |
| Employer contribution / active EE | $2,873 | $3,007-4.5% | $2,731+5.2% | $5,055-43.2% |
| Participant deferral / active EE | $7,490 | $5,168+44.9% | $4,318+73.4% | $6,977+7.4% |
| Admin fee / account holder | $442 | $15,134-97.1% | $11,551-96.2% | $19,030-97.7% |