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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 | $22,007 | $97,125-77.3% | $86,233-74.5% | $137,256-84.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.86% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,153 | $2,841-24.2% | $2,504-14.0% | $4,156-48.2% |
| Participant deferral / active EE | $5,228 | $5,180+0.9% | $4,559+14.7% | $6,407-18.4% |
| Admin fee / account holder | $5,135 | $9,725-47.2% | $8,342-38.5% | $12,270-58.2% |