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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 | $8,936 | $108,212-91.7% | $77,513-88.5% | $158,966-94.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.89% | 31.67%-15.8pp | 54.81%-38.9pp | 302.95%-287.1pp |
| Employer contribution / active EE | $846 | $1,325-36.1% | $987-14.2% | $4,762-82.2% |
| Participant deferral / active EE | $2,517 | $2,455+2.5% | $1,861+35.2% | $5,983-57.9% |
| Admin fee / account holder | $410 | $3,709-88.9% | $2,859-85.7% | $11,250-96.4% |