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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 | $43,746 | $98,240-55.5% | $82,312-46.9% | $147,586-70.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.17% | 30.85%-8.7pp | 25.88%-3.7pp | 578.59%-556.4pp |
| Employer contribution / active EE | $4,881 | $3,192+52.9% | $2,428+101.0% | $4,876+0.1% |
| Participant deferral / active EE | $3,797 | $4,383-13.4% | $3,706+2.4% | $5,439-30.2% |
| Admin fee / account holder | $336 | $8,563-96.1% | $5,608-94.0% | $10,886-96.9% |