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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 | $10,108 | $97,125-89.6% | $86,233-88.3% | $137,256-92.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 30.44% | 74.19%-43.7pp | 61.39%-30.9pp | 220.34%-189.9pp |
| Employer contribution / active EE | $1,265 | $2,841-55.5% | $2,504-49.5% | $4,156-69.6% |
| Participant deferral / active EE | $2,590 | $5,180-50.0% | $4,559-43.2% | $6,407-59.6% |
| Admin fee / account holder | $1,386 | $9,725-85.7% | $8,342-83.4% | $12,270-88.7% |