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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 | $15,338 | $85,169-82.0% | $172,755-91.1% | $72,983-79.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.51% | 27.32%-1.8pp | 802.94%-777.4pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,297 | $3,324-61.0% | $5,144-74.8% | $2,440-46.8% |
| Participant deferral / active EE | $3,025 | $3,260-7.2% | $5,198-41.8% | $3,608-16.2% |
| Admin fee / account holder | $676 | $5,880-88.5% | $13,955-95.2% | $5,124-86.8% |