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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 | $13,252 | $111,830-88.1% | $93,696-85.9% | $145,884-90.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.15% | 204.08%-195.9pp | 133.74%-125.6pp | 551.85%-543.7pp |
| Employer contribution / active EE | $2,857 | $3,093-7.6% | $2,422+18.0% | $4,662-38.7% |
| Participant deferral / active EE | $1,894 | $4,920-61.5% | $4,417-57.1% | $6,690-71.7% |
| Admin fee / account holder | $341 | $10,249-96.7% | $8,287-95.9% | $13,392-97.5% |