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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 | $25,442 | $111,535-77.2% | $105,223-75.8% | $137,256-81.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.95% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $3,326 | $3,939-15.6% | $3,689-9.8% | $4,156-20.0% |
| Participant deferral / active EE | $9,333 | $5,500+69.7% | $5,072+84.0% | $6,407+45.7% |
| Admin fee / account holder | $2,674 | $9,721-72.5% | $8,859-69.8% | $12,270-78.2% |