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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 | $27,408 | $172,111-84.1% | $150,298-81.8% | $137,256-80.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.78% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,490 | $4,636-67.9% | $4,154-64.1% | $4,156-64.2% |
| Participant deferral / active EE | $8,757 | $6,166+42.0% | $5,453+60.6% | $6,407+36.7% |
| Admin fee / account holder | $2,695 | $16,471-83.6% | $14,116-80.9% | $12,270-78.0% |