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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 | $8,568 | $114,013-92.5% | $103,693-91.7% | $155,188-94.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.98% | 49.31%-31.3pp | 47.61%-29.6pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,058 | $3,131-34.3% | $2,920-29.5% | $4,248-51.6% |
| Participant deferral / active EE | $2,304 | $4,970-53.6% | $4,579-49.7% | $6,531-64.7% |
| Admin fee / account holder | $1,688 | $8,407-79.9% | $7,858-78.5% | $14,480-88.3% |