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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 | $29,249 | $99,652-70.6% | $78,778-62.9% | $147,585-80.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 36.75% | 47.28%-10.5pp | 35.62%+1.1pp | 578.58%-541.8pp |
| Employer contribution / active EE | $1,348 | $2,796-51.8% | $1,986-32.1% | $4,876-72.3% |
| Participant deferral / active EE | $4,236 | $3,664+15.6% | $2,958+43.2% | $5,439-22.1% |
| Admin fee / account holder | $1,004 | $7,155-86.0% | $5,134-80.4% | $10,886-90.8% |