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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 | $25,025 | $157,276-84.1% | $141,177-82.3% | $152,885-83.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 44.07% | 64.33%-20.3pp | 71.40%-27.3pp | 345.39%-301.3pp |
| Employer contribution / active EE | $7,697 | $5,262+46.3% | $4,736+62.5% | $4,763+61.6% |
| Participant deferral / active EE | $9,194 | $7,110+29.3% | $6,710+37.0% | $5,851+57.1% |
| Admin fee / account holder | $796 | $12,123-93.4% | $10,263-92.2% | $11,598-93.1% |