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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 | $17,488 | $114,013-84.7% | $103,693-83.1% | $155,188-88.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.43% | 49.31%-27.9pp | 47.61%-26.2pp | 148.84%-127.4pp |
| Employer contribution / active EE | $2,185 | $3,131-30.2% | $2,920-25.2% | $4,248-48.6% |
| Participant deferral / active EE | $5,037 | $4,970+1.3% | $4,579+10.0% | $6,531-22.9% |
| Admin fee / account holder | $902 | $8,407-89.3% | $7,858-88.5% | $14,480-93.8% |