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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 | $35,475 | $232,540-84.7% | $185,117-80.8% | $147,586-76.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.40% | 43.03%-25.6pp | 40.50%-23.1pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,835 | $5,195-64.7% | $4,182-56.1% | $4,876-62.4% |
| Participant deferral / active EE | $6,778 | $5,834+16.2% | $5,045+34.4% | $5,439+24.6% |
| Admin fee / account holder | $1,102 | $10,275-89.3% | $8,159-86.5% | $10,886-89.9% |