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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 | $16,302 | $111,535-85.4% | $105,223-84.5% | $137,256-88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.10% | 237.85%-224.8pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,884 | $3,939-52.2% | $3,689-48.9% | $4,156-54.7% |
| Participant deferral / active EE | $7,750 | $5,500+40.9% | $5,072+52.8% | $6,407+21.0% |
| Admin fee / account holder | $7,794 | $9,721-19.8% | $8,859-12.0% | $12,270-36.5% |