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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 | $23,070 | $167,030-86.2% | $135,768-83.0% | $155,188-85.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.56% | 678.39%-662.8pp | 526.10%-510.5pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,465 | $4,132-64.5% | $3,394-56.8% | $4,248-65.5% |
| Participant deferral / active EE | $2,288 | $4,528-49.5% | $3,977-42.5% | $6,531-65.0% |
| Admin fee / account holder | $2,940 | $8,172-64.0% | $7,048-58.3% | $14,480-79.7% |