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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 | $7,727 | $99,053-92.2% | $88,179-91.2% | $138,895-94.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 24.77% | 78.17%-53.4pp | 64.97%-40.2pp | 145.39%-120.6pp |
| Employer contribution / active EE | $905 | $2,882-68.6% | $2,549-64.5% | $4,194-78.4% |
| Participant deferral / active EE | $5,447 | $5,225+4.2% | $4,614+18.1% | $6,396-14.8% |
| Admin fee / account holder | $919 | $8,748-89.5% | $7,673-88.0% | $12,562-92.7% |