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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 | $32,114 | $232,540-86.2% | $185,117-82.7% | $147,586-78.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.60% | 43.03%-28.4pp | 40.50%-25.9pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,259 | $5,195-75.8% | $4,182-69.9% | $4,876-74.2% |
| Participant deferral / active EE | $5,786 | $5,834-0.8% | $5,045+14.7% | $5,439+6.4% |
| Admin fee / account holder | $402 | $10,275-96.1% | $8,159-95.1% | $10,886-96.3% |