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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 | $27,768 | $99,652-72.1% | $78,778-64.8% | $147,586-81.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.27% | 47.28%-31.0pp | 35.62%-19.4pp | 578.59%-562.3pp |
| Employer contribution / active EE | $4,531 | $2,796+62.1% | $1,986+128.2% | $4,876-7.1% |
| Participant deferral / active EE | $9,367 | $3,664+155.7% | $2,958+216.6% | $5,439+72.2% |
| Admin fee / account holder | $314 | $7,155-95.6% | $5,134-93.9% | $10,886-97.1% |