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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 | $20,171 | $108,685-81.4% | $74,719-73.0% | $152,885-86.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 6.00% | 114.09%-108.1pp | 753.05%-747.1pp | 345.39%-339.4pp |
| Employer contribution / active EE | $2,433 | $1,504+61.7% | $1,084+124.4% | $4,763-48.9% |
| Participant deferral / active EE | $7,911 | $2,712+191.7% | $1,963+302.9% | $5,851+35.2% |
| Admin fee / account holder | $315 | $4,905-93.6% | $3,334-90.6% | $11,598-97.3% |