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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 | $6,909 | $69,118-90.0% | $53,647-87.1% | $138,895-95.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 10.93% | 248.26%-237.3pp | 358.33%-347.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,191 | $1,189+0.1% | $962+23.8% | $4,194-71.6% |
| Participant deferral / active EE | $428 | $2,274-81.2% | $1,813-76.4% | $6,396-93.3% |
| Admin fee / account holder | $1,668 | $2,724-38.8% | $2,460-32.2% | $12,562-86.7% |