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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 | $8,254 | $94,439-91.3% | $73,658-88.8% | $154,746-94.7% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 28.39% | 28.25%+0.1pp | 29.72%-1.3pp | 172.34%-144.0pp |
| Employer contribution / active EE | $2,558 | $1,257+103.5% | $1,032+147.8% | $4,379-41.6% |
| Participant deferral / active EE | $3,873 | $2,527+53.2% | $2,062+87.8% | $6,730-42.5% |
| Admin fee / account holder | $403 | $3,843-89.5% | $3,357-88.0% | $14,365-97.2% |