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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 | $58,234+69.5% | $81,783+20.7% | $80,874+22.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.63% | 41.70%-29.1pp | 775.05%-762.4pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,809 | $2,341-22.7% | $2,913-37.9% | $2,756-34.3% |
| Participant deferral / active EE | $3,567 | $3,283+8.7% | $4,320-17.4% | $4,297-17.0% |
| Admin fee / account holder | $9,332 | $4,982+87.3% | $7,380+26.5% | $6,935+34.6% |