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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 | $25,202 | $85,766-70.6% | $136,298-81.5% | $70,126-64.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.09% | 31.46%-11.4pp | 5156.27%-5136.2pp | 73.15%-53.1pp |
| Employer contribution / active EE | $2,218 | $2,966-25.2% | $4,696-52.8% | $2,343-5.3% |
| Participant deferral / active EE | $5,610 | $5,051+11.1% | $6,247-10.2% | $3,332+68.4% |
| Admin fee / account holder | $565 | $5,421-89.6% | $9,244-93.9% | $4,645-87.8% |