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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 | $7,305 | $97,125-92.5% | $86,233-91.5% | $137,256-94.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.92% | 74.19%-59.3pp | 61.39%-46.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,035 | $2,841-63.6% | $2,504-58.7% | $4,156-75.1% |
| Participant deferral / active EE | $2,628 | $5,180-49.3% | $4,559-42.3% | $6,407-59.0% |
| Admin fee / account holder | $2,042 | $9,725-79.0% | $8,342-75.5% | $12,270-83.4% |