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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 | $168,520 | $99,079+70.1% | $78,002+116.0% | $273,972-38.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.10% | 217.93%-213.8pp | 425.99%-421.9pp | 41.46%-37.4pp |
| Employer contribution / active EE | $2,194 | $3,308-33.7% | $2,470-11.2% | $4,869-54.9% |
| Participant deferral / active EE | $3,620 | $4,306-15.9% | $3,497+3.5% | $5,287-31.5% |
| Admin fee / account holder | $317 | $8,954-96.5% | $5,481-94.2% | $10,133-96.9% |