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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 | $10,664 | $97,125-89.0% | $86,233-87.6% | $137,256-92.2% |
| 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 | $743 | $2,841-73.9% | $2,504-70.4% | $4,156-82.1% |
| Participant deferral / active EE | $918 | $5,180-82.3% | $4,559-79.9% | $6,407-85.7% |
| Admin fee / account holder | $1,765 | $9,725-81.9% | $8,342-78.8% | $12,270-85.6% |