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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 | $23,742 | $111,535-78.7% | $105,223-77.4% | $137,256-82.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.27% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,486 | $3,939-36.9% | $3,689-32.6% | $4,156-40.2% |
| Participant deferral / active EE | $4,683 | $5,500-14.8% | $5,072-7.7% | $6,407-26.9% |
| Admin fee / account holder | $1,089 | $9,721-88.8% | $8,859-87.7% | $12,270-91.1% |