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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 | $7,577 | $85,024-91.1% | $70,544-89.3% | $139,466-94.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 25.41% | 30.39%-5.0pp | 32.79%-7.4pp | 373.66%-348.3pp |
| Employer contribution / active EE | $1,730 | $3,912-55.8% | $2,976-41.9% | $4,754-63.6% |
| Participant deferral / active EE | $3,804 | $5,891-35.4% | $4,568-16.7% | $6,712-43.3% |
| Admin fee / account holder | $868 | $8,928-90.3% | $6,427-86.5% | $11,409-92.4% |