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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 | $70,121-8.0% | $63,803+1.1% | $138,895-53.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.97% | 946.48%-933.5pp | 543.72%-530.7pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,092 | $2,882-62.1% | $2,532-56.9% | $4,194-74.0% |
| Participant deferral / active EE | $6,920 | $4,535+52.6% | $3,843+80.1% | $6,396+8.2% |
| Admin fee / account holder | $792 | $6,738-88.3% | $5,196-84.8% | $12,562-93.7% |