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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 | $8,234 | $99,053-91.7% | $88,179-90.7% | $138,895-94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 21.87% | 78.17%-56.3pp | 64.97%-43.1pp | 145.39%-123.5pp |
| Employer contribution / active EE | $2,009 | $2,882-30.3% | $2,549-21.2% | $4,194-52.1% |
| Participant deferral / active EE | $1,721 | $5,225-67.1% | $4,614-62.7% | $6,396-73.1% |
| Admin fee / account holder | $1,806 | $8,748-79.4% | $7,673-76.5% | $12,562-85.6% |