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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 | $128,625 | $73,787+74.3% | $98,716+30.3% | $82,448+56.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.02% | 18.57%-3.5pp | 31.81%-16.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $7,500 | $1,511+396.3% | $2,279+229.2% | $2,551+194.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $704 | $6,500-89.2% | $8,703-91.9% | $7,234-90.3% |