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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 | $47,079 | $232,540-79.8% | $185,117-74.6% | $147,586-68.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.83% | 43.03%-20.2pp | 40.50%-17.7pp | 578.59%-555.8pp |
| Employer contribution / active EE | $3,848 | $5,195-25.9% | $4,182-8.0% | $4,876-21.1% |
| Participant deferral / active EE | $13,075 | $5,834+124.1% | $5,045+159.2% | $5,439+140.4% |
| Admin fee / account holder | $392 | $10,275-96.2% | $8,159-95.2% | $10,886-96.4% |