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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 | $42,719 | $106,923-60.0% | $84,023-49.2% | $152,909-72.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.98% | 105.02%-87.0pp | 71.32%-53.3pp | 345.46%-327.5pp |
| Employer contribution / active EE | $3,990 | $2,735+45.9% | $1,984+101.1% | $4,764-16.3% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $460 | $8,289-94.4% | $6,102-92.5% | $11,601-96.0% |