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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 | $34,828 | $108,695-68.0% | $74,722-53.4% | $152,897-77.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 24.28% | 114.11%-89.8pp | 753.11%-728.8pp | 345.43%-321.1pp |
| Employer contribution / active EE | $525 | $1,504-65.1% | $1,084-51.6% | $4,764-89.0% |
| Participant deferral / active EE | $4,300 | $2,712+58.6% | $1,963+119.0% | $5,851-26.5% |
| Admin fee / account holder | $1,507 | $4,906-69.3% | $3,335-54.8% | $11,599-87.0% |