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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 | $11,681 | $48,053-75.7% | $84,628-86.2% | $72,975-84.0% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 29.40% | 37.39%-8.0pp | 258.80%-229.4pp | 81.01%-51.6pp |
| Employer contribution / active EE | $2,173 | $1,602+35.7% | $2,653-18.1% | $2,440-10.9% |
| Participant deferral / active EE | $2,918 | $2,681+8.9% | $3,900-25.2% | $3,608-19.1% |
| Admin fee / account holder | $344 | $3,395-89.9% | $4,914-93.0% | $5,124-93.3% |