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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 | $26,806 | $156,927-82.9% | $121,169-77.9% | $139,456-80.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.06% | 1475.85%-1453.8pp | 986.71%-964.6pp | 373.45%-351.4pp |
| Employer contribution / active EE | $924 | $5,542-83.3% | $4,168-77.8% | $4,753-80.6% |
| Participant deferral / active EE | $6,500 | $4,848+34.1% | $4,083+59.2% | $6,711-3.1% |
| Admin fee / account holder | $398 | $6,946-94.3% | $5,645-92.9% | $11,407-96.5% |