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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 | $7,308 | $116,360-93.7% | $65,566-88.9% | $139,466-94.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 10.79% | 31.23%-20.4pp | 47.40%-36.6pp | 373.66%-362.9pp |
| Employer contribution / active EE | $1,939 | $2,600-25.4% | $1,692+14.6% | $4,754-59.2% |
| Participant deferral / active EE | $6,595 | $4,242+55.5% | $2,832+132.9% | $6,712-1.7% |
| Admin fee / account holder | $956 | $6,701-85.7% | $4,114-76.8% | $11,409-91.6% |