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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 | $71,325 | $34,316+107.8% | $74,723-4.5% | $72,976-2.3% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 20.83% | 26.58%-5.7pp | 753.18%-732.3pp | 81.02%-60.2pp |
| Employer contribution / active EE | $3,107 | $692+349.0% | $1,084+186.5% | $2,440+27.3% |
| Participant deferral / active EE | $2,710 | $1,272+113.1% | $1,962+38.2% | $3,608-24.9% |
| Admin fee / account holder | $860 | $2,125-59.5% | $3,335-74.2% | $5,124-83.2% |