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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 | $97,125-91.5% | $86,233-90.5% | $137,256-94.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.87% | 74.19%-52.3pp | 61.39%-39.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,009 | $2,841-29.3% | $2,504-19.8% | $4,156-51.7% |
| Participant deferral / active EE | $1,721 | $5,180-66.8% | $4,559-62.3% | $6,407-73.1% |
| Admin fee / account holder | $1,806 | $9,725-81.4% | $8,342-78.3% | $12,270-85.3% |