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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 | $6,283 | $97,125-93.5% | $86,233-92.7% | $137,256-95.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.97% | 74.19%-62.2pp | 61.39%-49.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,274 | $2,841-55.1% | $2,504-49.1% | $4,156-69.3% |
| Participant deferral / active EE | $1,589 | $5,180-69.3% | $4,559-65.1% | $6,407-75.2% |
| Admin fee / account holder | $2,633 | $9,725-72.9% | $8,342-68.4% | $12,270-78.5% |