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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 | $76,634-3.8% | $56,054+31.5% | $145,978-49.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.25% | 3004.33%-2997.1pp | 1705.95%-1698.7pp | 550.52%-543.3pp |
| Employer contribution / active EE | $1,151 | $1,380-16.6% | $1,039+10.8% | $4,662-75.3% |
| Participant deferral / active EE | $2,470 | $2,622-5.8% | $1,952+26.5% | $6,690-63.1% |
| Admin fee / account holder | $2,975 | $3,321-10.4% | $2,822+5.4% | $13,400-77.8% |