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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 | $28,515 | $85,766-66.8% | $136,298-79.1% | $70,126-59.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 41.60% | 31.46%+10.1pp | 5156.27%-5114.7pp | 73.15%-31.5pp |
| Employer contribution / active EE | $6,966 | $2,966+134.9% | $4,696+48.4% | $2,343+197.4% |
| Participant deferral / active EE | $4,868 | $5,051-3.6% | $6,247-22.1% | $3,332+46.1% |
| Admin fee / account holder | $301 | $5,421-94.5% | $9,244-96.7% | $4,645-93.5% |