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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 | $9,186 | $97,125-90.5% | $86,233-89.3% | $137,256-93.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.76% | 74.19%-58.4pp | 61.39%-45.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $970 | $2,841-65.9% | $2,504-61.3% | $4,156-76.7% |
| Participant deferral / active EE | $2,669 | $5,180-48.5% | $4,559-41.5% | $6,407-58.3% |
| Admin fee / account holder | $934 | $9,725-90.4% | $8,342-88.8% | $12,270-92.4% |