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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 | $98,690 | $58,241+69.5% | $81,780+20.7% | $80,911+22.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.63% | 41.73%-29.1pp | 776.27%-763.6pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,809 | $2,343-22.8% | $2,914-37.9% | $2,756-34.3% |
| Participant deferral / active EE | $3,567 | $3,283+8.7% | $4,321-17.4% | $4,297-17.0% |
| Admin fee / account holder | $9,332 | $4,973+87.7% | $7,384+26.4% | $6,935+34.6% |