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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 | $11,025 | $112,729-90.2% | $98,716-88.8% | $137,256-92.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.62% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,393 | $2,725-48.9% | $2,279-38.9% | $4,156-66.5% |
| Participant deferral / active EE | $2,833 | $4,640-38.9% | $4,048-30.0% | $6,407-55.8% |
| Admin fee / account holder | $385 | $10,129-96.2% | $8,703-95.6% | $12,270-96.9% |