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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 | $8,254 | $67,823-87.8% | $52,425-84.3% | $137,256-94.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 28.39% | 219.11%-190.7pp | 302.12%-273.7pp | 220.34%-192.0pp |
| Employer contribution / active EE | $2,558 | $1,163+120.0% | $914+179.8% | $4,156-38.4% |
| Participant deferral / active EE | $3,873 | $2,288+69.3% | $1,790+116.3% | $6,407-39.6% |
| Admin fee / account holder | $403 | $2,844-85.8% | $2,495-83.9% | $12,270-96.7% |