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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 | $32,424 | $67,823-52.2% | $52,425-38.2% | $137,256-76.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.02% | 219.11%-199.1pp | 302.12%-282.1pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,690 | $1,163+45.3% | $914+84.9% | $4,156-59.3% |
| Participant deferral / active EE | $4,140 | $2,288+80.9% | $1,790+131.2% | $6,407-35.4% |
| Admin fee / account holder | $333 | $2,844-88.3% | $2,495-86.7% | $12,270-97.3% |