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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 | $33,750 | $99,995-66.2% | $85,063-60.3% | $145,978-76.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.10% | 83.99%-63.9pp | 66.54%-46.4pp | 550.52%-530.4pp |
| Employer contribution / active EE | $2,040 | $3,231-36.9% | $2,727-25.2% | $4,662-56.2% |
| Participant deferral / active EE | $5,603 | $5,295+5.8% | $4,523+23.9% | $6,690-16.2% |
| Admin fee / account holder | $2,039 | $7,255-71.9% | $6,155-66.9% | $13,400-84.8% |