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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 | $45,705 | $108,701-58.0% | $74,723-38.8% | $152,909-70.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 27.39% | 114.12%-86.7pp | 753.18%-725.8pp | 345.46%-318.1pp |
| Employer contribution / active EE | $1,990 | $1,504+32.3% | $1,084+83.5% | $4,764-58.2% |
| Participant deferral / active EE | $7,989 | $2,709+195.0% | $1,962+307.3% | $5,851+36.5% |
| Admin fee / account holder | $370 | $4,906-92.5% | $3,335-88.9% | $11,601-96.8% |