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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 | $13,275 | $107,030-87.6% | $73,550-82.0% | $147,586-91.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 23.57% | 38.25%-14.7pp | -15.16%+38.7pp | 578.59%-555.0pp |
| Employer contribution / active EE | $3,786 | $1,760+115.1% | $1,219+210.5% | $4,876-22.4% |
| Participant deferral / active EE | $515 | $2,458-79.1% | $1,804-71.5% | $5,439-90.5% |
| Admin fee / account holder | $642 | $3,055-79.0% | $2,320-72.3% | $10,886-94.1% |