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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 | $24,129 | $85,169-71.7% | $172,755-86.0% | $72,983-66.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 81.99% | 27.32%+54.7pp | 802.94%-721.0pp | 81.01%+1.0pp |
| Employer contribution / active EE | $3,798 | $3,324+14.3% | $5,144-26.2% | $2,440+55.7% |
| Participant deferral / active EE | $1,845 | $3,260-43.4% | $5,198-64.5% | $3,608-48.9% |
| Admin fee / account holder | $601 | $5,880-89.8% | $13,955-95.7% | $5,124-88.3% |