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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 | $43,021 | $85,169-49.5% | $172,755-75.1% | $72,983-41.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.32% | 27.32%-3.0pp | 802.94%-778.6pp | 81.01%-56.7pp |
| Employer contribution / active EE | $2,394 | $3,324-28.0% | $5,144-53.5% | $2,440-1.9% |
| Participant deferral / active EE | $3,960 | $3,260+21.5% | $5,198-23.8% | $3,608+9.8% |
| Admin fee / account holder | $372 | $5,880-93.7% | $13,955-97.3% | $5,124-92.7% |