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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 | $25,985 | $106,267-75.5% | $96,520-73.1% | $139,456-81.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 79.55% | 38.45%+41.1pp | 35.72%+43.8pp | 373.45%-293.9pp |
| Employer contribution / active EE | $1,324 | $4,105-67.8% | $3,739-64.6% | $4,753-72.2% |
| Participant deferral / active EE | $22,835 | $5,454+318.6% | $4,879+368.1% | $6,711+240.2% |
| Admin fee / account holder | $415 | $7,882-94.7% | $6,733-93.8% | $11,407-96.4% |