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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 | $13,522 | $48,284-72.0% | $67,524-80.0% | $80,911-83.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 28.59% | 18.27%+10.3pp | 3519.41%-3490.8pp | 35.63%-7.0pp |
| Employer contribution / active EE | $4,075 | $2,021+101.6% | $2,734+49.0% | $2,756+47.9% |
| Participant deferral / active EE | $3,419 | $2,927+16.8% | $4,001-14.6% | $4,297-20.4% |
| Admin fee / account holder | $597 | $3,688-83.8% | $4,001-85.1% | $6,935-91.4% |