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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 | $19,775 | $91,037-78.3% | $71,671-72.4% | $147,586-86.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.57% | 20.48%-4.9pp | 20.65%-5.1pp | 578.59%-563.0pp |
| Employer contribution / active EE | $5,758 | $3,327+73.0% | $2,460+134.1% | $4,876+18.1% |
| Participant deferral / active EE | $3,506 | $4,498-22.1% | $3,438+2.0% | $5,439-35.5% |
| Admin fee / account holder | $459 | $8,613-94.7% | $5,558-91.7% | $10,886-95.8% |