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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 | $34,081 | $108,285-68.5% | $77,552-56.1% | $158,982-78.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 58.95% | 31.69%+27.3pp | 54.82%+4.1pp | 302.99%-244.0pp |
| Employer contribution / active EE | $447 | $1,325-66.3% | $987-54.7% | $4,763-90.6% |
| Participant deferral / active EE | $3,386 | $2,455+37.9% | $1,861+81.9% | $5,983-43.4% |
| Admin fee / account holder | $19,762 | $3,709+432.8% | $2,859+591.2% | $11,252+75.6% |