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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 | $76,608-3.8% | $56,077+31.5% | $145,877-49.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.25% | 3009.59%-3002.3pp | 1709.28%-1702.0pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,151 | $1,382-16.7% | $1,040+10.6% | $4,663-75.3% |
| Participant deferral / active EE | $2,470 | $2,624-5.9% | $1,954+26.4% | $6,691-63.1% |
| Admin fee / account holder | $2,975 | $3,325-10.5% | $2,825+5.3% | $13,402-77.8% |