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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 | $76,663 | $104,953-27.0% | $84,637-9.4% | $152,909-49.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 27.67% | 373.94%-346.3pp | 258.82%-231.2pp | 345.46%-317.8pp |
| Employer contribution / active EE | $1,082 | $3,304-67.3% | $2,653-59.2% | $4,764-77.3% |
| Participant deferral / active EE | $22,000 | $4,691+369.0% | $3,900+464.1% | $5,851+276.0% |
| Admin fee / account holder | $301 | $6,244-95.2% | $4,914-93.9% | $11,601-97.4% |