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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 | $14,310 | $111,535-87.2% | $105,223-86.4% | $137,256-89.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 25.40% | 237.85%-212.5pp | 180.65%-155.3pp | 220.34%-194.9pp |
| Employer contribution / active EE | $2,093 | $3,939-46.9% | $3,689-43.3% | $4,156-49.6% |
| Participant deferral / active EE | $3,095 | $5,500-43.7% | $5,072-39.0% | $6,407-51.7% |
| Admin fee / account holder | $422 | $9,721-95.7% | $8,859-95.2% | $12,270-96.6% |