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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 | $18,848 | $111,535-83.1% | $105,223-82.1% | $137,256-86.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.13% | 237.85%-214.7pp | 180.65%-157.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $4,852 | $3,939+23.2% | $3,689+31.5% | $4,156+16.7% |
| Participant deferral / active EE | $9,320 | $5,500+69.5% | $5,072+83.8% | $6,407+45.5% |
| Admin fee / account holder | $3,975 | $9,721-59.1% | $8,859-55.1% | $12,270-67.6% |