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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 | $38,052 | $97,125-60.8% | $86,233-55.9% | $137,256-72.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.22% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,276 | $2,841-55.1% | $2,504-49.1% | $4,156-69.3% |
| Participant deferral / active EE | $22,552 | $5,180+335.4% | $4,559+394.7% | $6,407+252.0% |
| Admin fee / account holder | $2,091 | $9,725-78.5% | $8,342-74.9% | $12,270-83.0% |