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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 | $15,369 | $97,125-84.2% | $86,233-82.2% | $137,256-88.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 25.89% | 74.19%-48.3pp | 61.39%-35.5pp | 220.34%-194.4pp |
| Employer contribution / active EE | $2,423 | $2,841-14.7% | $2,504-3.2% | $4,156-41.7% |
| Participant deferral / active EE | $5,519 | $5,180+6.6% | $4,559+21.1% | $6,407-13.9% |
| Admin fee / account holder | $426 | $9,725-95.6% | $8,342-94.9% | $12,270-96.5% |