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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 | $73,726 | $76,519-3.6% | $56,025+31.6% | $145,897-49.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.25% | 3017.03%-3009.8pp | 1712.69%-1705.4pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,151 | $1,383-16.8% | $1,042+10.5% | $4,663-75.3% |
| Participant deferral / active EE | $2,470 | $2,624-5.9% | $1,955+26.4% | $6,689-63.1% |
| Admin fee / account holder | $2,975 | $3,331-10.7% | $2,828+5.2% | $13,390-77.8% |