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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 | $35,132 | $85,766-59.0% | $136,298-74.2% | $70,126-49.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.43% | 31.46%-12.0pp | 5156.27%-5136.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $4,139 | $2,966+39.5% | $4,696-11.9% | $2,343+76.7% |
| Participant deferral / active EE | $4,325 | $5,051-14.4% | $6,247-30.8% | $3,332+29.8% |
| Admin fee / account holder | $646 | $5,421-88.1% | $9,244-93.0% | $4,645-86.1% |