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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 | $10,689 | $111,535-90.4% | $105,223-89.8% | $137,256-92.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.19% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,028 | $3,939+2.3% | $3,689+9.2% | $4,156-3.1% |
| Participant deferral / active EE | $8,983 | $5,500+63.3% | $5,072+77.1% | $6,407+40.2% |
| Admin fee / account holder | $6,686 | $9,721-31.2% | $8,859-24.5% | $12,270-45.5% |