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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 | $36,235 | $48,570-25.4% | $130,660-72.3% | $72,976-50.3% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 23.04% | 38.63%-15.6pp | 1709.29%-1686.3pp | 81.02%-58.0pp |
| Employer contribution / active EE | $1,585 | $1,334+18.8% | $4,092-61.3% | $2,440-35.0% |
| Participant deferral / active EE | $2,685 | $2,384+12.6% | $3,603-25.5% | $3,608-25.6% |
| Admin fee / account holder | $1,022 | $3,549-71.2% | $5,463-81.3% | $5,124-80.1% |