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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 | $40,893 | $99,652-59.0% | $78,778-48.1% | $147,586-72.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.44% | 47.28%-27.8pp | 35.62%-16.2pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,843 | $2,796-34.1% | $1,986-7.2% | $4,876-62.2% |
| Participant deferral / active EE | $3,966 | $3,664+8.3% | $2,958+34.1% | $5,439-27.1% |
| Admin fee / account holder | $777 | $7,155-89.1% | $5,134-84.9% | $10,886-92.9% |