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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 | $35,005 | $72,071-51.4% | $68,368-48.8% | $137,256-74.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.07% | 353.14%-331.1pp | 292.57%-270.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $3,500 | $2,788+25.5% | $2,649+32.1% | $4,156-15.8% |
| Participant deferral / active EE | $3,500 | $4,410-20.6% | $4,123-15.1% | $6,407-45.4% |
| Admin fee / account holder | $565 | $5,336-89.4% | $5,150-89.0% | $12,270-95.4% |