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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 | $28,678 | $99,652-71.2% | $78,778-63.6% | $147,586-80.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.45% | 47.28%-24.8pp | 35.62%-13.2pp | 578.59%-556.1pp |
| Employer contribution / active EE | $2,797 | $2,7960% | $1,986+40.9% | $4,876-42.6% |
| Participant deferral / active EE | $7,766 | $3,664+112.0% | $2,958+162.5% | $5,439+42.8% |
| Admin fee / account holder | $845 | $7,155-88.2% | $5,134-83.5% | $10,886-92.2% |