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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 | $64,500 | $68,097-5.3% | $62,929+2.5% | $137,256-53.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.97% | 1859.11%-1846.1pp | 1063.93%-1051.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,092 | $2,811-61.1% | $2,505-56.4% | $4,156-73.7% |
| Participant deferral / active EE | $6,920 | $4,553+52.0% | $3,888+78.0% | $6,407+8.0% |
| Admin fee / account holder | $792 | $6,521-87.9% | $5,065-84.4% | $12,270-93.5% |