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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 | $23,745 | $147,556-83.9% | $129,031-81.6% | $198,609-88.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 16.44% | 37.41%-21.0pp | 34.67%-18.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $2,397 | $3,645-34.2% | $3,226-25.7% | $5,055-52.6% |
| Participant deferral / active EE | $7,161 | $5,760+24.3% | $5,217+37.3% | $6,977+2.6% |
| Admin fee / account holder | $383 | $15,467-97.5% | $13,208-97.1% | $19,030-98.0% |