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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 | $23,154 | $97,125-76.2% | $86,233-73.1% | $137,256-83.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.28% | 74.19%-58.9pp | 61.39%-46.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,370 | $2,841-16.6% | $2,504-5.3% | $4,156-43.0% |
| Participant deferral / active EE | $2,631 | $5,180-49.2% | $4,559-42.3% | $6,407-58.9% |
| Admin fee / account holder | $7,614 | $9,725-21.7% | $8,342-8.7% | $12,270-37.9% |