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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 | $17,720 | $167,030-89.4% | $135,768-86.9% | $155,188-88.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.90% | 678.39%-668.5pp | 526.10%-516.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $1,385 | $4,132-66.5% | $3,394-59.2% | $4,248-67.4% |
| Participant deferral / active EE | $5,570 | $4,528+23.0% | $3,977+40.0% | $6,531-14.7% |
| Admin fee / account holder | $403 | $8,172-95.1% | $7,048-94.3% | $14,480-97.2% |