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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 | $24,717 | $123,412-80.0% | $69,460-64.4% | $145,978-83.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 14.12% | 191.25%-177.1pp | 100.80%-86.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $4,291 | $2,684+59.9% | $1,714+150.3% | $4,662-8.0% |
| Participant deferral / active EE | $5,965 | $4,240+40.7% | $2,890+106.4% | $6,690-10.8% |
| Admin fee / account holder | $453 | $7,816-94.2% | $4,695-90.4% | $13,400-96.6% |