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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 | $9,306 | $99,053-90.6% | $88,179-89.4% | $138,895-93.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 28.70% | 78.17%-49.5pp | 64.97%-36.3pp | 145.39%-116.7pp |
| Employer contribution / active EE | $2,675 | $2,882-7.2% | $2,549+4.9% | $4,194-36.2% |
| Participant deferral / active EE | $3,234 | $5,225-38.1% | $4,614-29.9% | $6,396-49.4% |
| Admin fee / account holder | $697 | $8,748-92.0% | $7,673-90.9% | $12,562-94.4% |