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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 | $28,596 | $88,996-67.9% | $78,004-63.3% | $138,895-79.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 15.66% | 28.03%-12.4pp | 31.07%-15.4pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,857 | $2,917-2.1% | $2,469+15.7% | $4,194-31.9% |
| Participant deferral / active EE | $2,857 | $4,724-39.5% | $4,092-30.2% | $6,396-55.3% |
| Admin fee / account holder | $447 | $8,807-94.9% | $7,578-94.1% | $12,562-96.4% |