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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 | $10,050 | $99,053-89.9% | $88,179-88.6% | $138,895-92.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.59% | 78.17%-62.6pp | 64.97%-49.4pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,212 | $2,882-58.0% | $2,549-52.5% | $4,194-71.1% |
| Participant deferral / active EE | $8,164 | $5,225+56.2% | $4,614+77.0% | $6,396+27.6% |
| Admin fee / account holder | $1,775 | $8,748-79.7% | $7,673-76.9% | $12,562-85.9% |