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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 | $99,053-77.8% | $88,179-75.0% | $138,895-84.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.86% | 78.17%-61.3pp | 64.97%-48.1pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,153 | $2,882-25.3% | $2,549-15.6% | $4,194-48.7% |
| Participant deferral / active EE | $5,228 | $5,225+0.1% | $4,614+13.3% | $6,396-18.3% |
| Admin fee / account holder | $5,135 | $8,748-41.3% | $7,673-33.1% | $12,562-59.1% |