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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 | $26,048 | $108,882-76.1% | $96,754-73.1% | $154,746-83.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.76% | 98.39%-81.6pp | 82.04%-65.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,864 | $3,018-5.1% | $2,679+6.9% | $4,379-34.6% |
| Participant deferral / active EE | $5,911 | $5,323+11.1% | $4,758+24.2% | $6,730-12.2% |
| Admin fee / account holder | $416 | $10,200-95.9% | $8,905-95.3% | $14,365-97.1% |