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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 | $7,615 | $97,125-92.2% | $86,233-91.2% | $137,256-94.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.69% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,135 | $2,841-60.1% | $2,504-54.7% | $4,156-72.7% |
| Participant deferral / active EE | $1,294 | $5,180-75.0% | $4,559-71.6% | $6,407-79.8% |
| Admin fee / account holder | $1,115 | $9,725-88.5% | $8,342-86.6% | $12,270-90.9% |