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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 | $15,111 | $96,508-84.3% | $75,901-80.1% | $152,897-90.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 31.21% | 33.99%-2.8pp | 30.76%+0.5pp | 345.43%-314.2pp |
| Employer contribution / active EE | $1,093 | $3,310-67.0% | $2,501-56.3% | $4,764-77.1% |
| Participant deferral / active EE | $1,254 | $4,554-72.5% | $3,603-65.2% | $5,851-78.6% |
| Admin fee / account holder | $7,455 | $8,081-7.7% | $5,420+37.5% | $11,599-35.7% |