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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 | $25,159 | $99,079-74.6% | $78,002-67.7% | $273,972-90.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 189.29% | 217.93%-28.6pp | 425.99%-236.7pp | 41.46%+147.8pp |
| Employer contribution / active EE | $1,810 | $3,308-45.3% | $2,470-26.7% | $4,869-62.8% |
| Participant deferral / active EE | $10,423 | $4,306+142.0% | $3,497+198.1% | $5,287+97.1% |
| Admin fee / account holder | $482 | $8,954-94.6% | $5,481-91.2% | $10,133-95.2% |