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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 | $16,097 | $124,980-87.1% | $108,359-85.1% | $154,746-89.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 24.16% | 45.00%-20.8pp | 36.89%-12.7pp | 172.34%-148.2pp |
| Employer contribution / active EE | $3,916 | $2,851+37.4% | $2,399+63.2% | $4,379-10.6% |
| Participant deferral / active EE | $8,840 | $4,743+86.4% | $4,137+113.7% | $6,730+31.4% |
| Admin fee / account holder | $1,221 | $11,502-89.4% | $9,741-87.5% | $14,365-91.5% |