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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 | $22,980 | $111,830-79.5% | $93,696-75.5% | $145,884-84.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.87% | 204.08%-189.2pp | 133.74%-118.9pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,461 | $3,093-52.8% | $2,422-39.7% | $4,662-68.7% |
| Participant deferral / active EE | $3,495 | $4,920-29.0% | $4,417-20.9% | $6,690-47.8% |
| Admin fee / account holder | $623 | $10,249-93.9% | $8,287-92.5% | $13,392-95.3% |