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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 | $6,721 | $97,125-93.1% | $86,233-92.2% | $137,256-95.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.74% | 74.19%-53.4pp | 61.39%-40.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,990 | $2,841-30.0% | $2,504-20.6% | $4,156-52.1% |
| Participant deferral / active EE | $1,990 | $5,180-61.6% | $4,559-56.4% | $6,407-68.9% |
| Admin fee / account holder | $1,304 | $9,725-86.6% | $8,342-84.4% | $12,270-89.4% |