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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 | $9,591 | $85,024-88.7% | $70,544-86.4% | $139,466-93.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 10.87% | 30.39%-19.5pp | 32.79%-21.9pp | 373.66%-362.8pp |
| Employer contribution / active EE | $1,268 | $3,912-67.6% | $2,976-57.4% | $4,754-73.3% |
| Participant deferral / active EE | $2,635 | $5,891-55.3% | $4,568-42.3% | $6,712-60.7% |
| Admin fee / account holder | $1,262 | $8,928-85.9% | $6,427-80.4% | $11,409-88.9% |