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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 | $9,490 | $85,024-88.8% | $70,544-86.5% | $139,466-93.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 24.89% | 30.39%-5.5pp | 32.79%-7.9pp | 373.66%-348.8pp |
| Employer contribution / active EE | $2,534 | $3,912-35.2% | $2,976-14.9% | $4,754-46.7% |
| Participant deferral / active EE | $3,003 | $5,891-49.0% | $4,568-34.3% | $6,712-55.3% |
| Admin fee / account holder | $1,699 | $8,928-81.0% | $6,427-73.6% | $11,409-85.1% |