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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 | $47,583 | $232,540-79.5% | $185,117-74.3% | $147,586-67.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.95% | 43.03%-23.1pp | 40.50%-20.6pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,969 | $5,195-62.1% | $4,182-52.9% | $4,876-59.6% |
| Participant deferral / active EE | $13,813 | $5,834+136.8% | $5,045+173.8% | $5,439+154.0% |
| Admin fee / account holder | $30,962 | $10,275+201.3% | $8,159+279.5% | $10,886+184.4% |