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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 | $30,522 | $108,673-71.9% | $74,713-59.1% | $152,870-80.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.86% | 114.08%-91.2pp | 752.99%-730.1pp | 345.34%-322.5pp |
| Employer contribution / active EE | $1,438 | $1,503-4.3% | $1,084+32.7% | $4,763-69.8% |
| Participant deferral / active EE | $9,497 | $2,713+250.0% | $1,964+383.6% | $5,850+62.3% |
| Admin fee / account holder | $1,281 | $4,904-73.9% | $3,334-61.6% | $11,597-89.0% |