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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 | $40,902 | $165,939-75.4% | $122,354-66.6% | $147,586-72.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.11% | 34.56%-13.4pp | 30.28%-9.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $2,025 | $5,754-64.8% | $4,051-50.0% | $4,876-58.5% |
| Participant deferral / active EE | $14,281 | $4,005+256.5% | $3,287+334.4% | $5,439+162.6% |
| Admin fee / account holder | $361 | $7,425-95.1% | $5,479-93.4% | $10,886-96.7% |