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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 | $9,499 | $97,125-90.2% | $86,233-89.0% | $137,256-93.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.14% | 74.19%-62.0pp | 61.39%-49.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,364 | $2,841-16.8% | $2,504-5.6% | $4,156-43.1% |
| Participant deferral / active EE | $2,364 | $5,180-54.4% | $4,559-48.1% | $6,407-63.1% |
| Admin fee / account holder | $8,695 | $9,725-10.6% | $8,342+4.2% | $12,270-29.1% |