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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 | $26,758 | $124,980-78.6% | $108,359-75.3% | $154,746-82.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.55% | 45.00%-27.4pp | 36.89%-19.3pp | 172.34%-154.8pp |
| Employer contribution / active EE | $4,439 | $2,851+55.7% | $2,399+85.0% | $4,379+1.4% |
| Participant deferral / active EE | $5,732 | $4,743+20.9% | $4,137+38.6% | $6,730-14.8% |
| Admin fee / account holder | $3,280 | $11,502-71.5% | $9,741-66.3% | $14,365-77.2% |