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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 | $82,526 | $102,385-19.4% | $147,080-43.9% | $80,935+2.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.92% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.7pp |
| Employer contribution / active EE | $4,522 | $3,717+21.7% | $4,933-8.3% | $2,757+64.0% |
| Participant deferral / active EE | $10,278 | $6,651+54.5% | $8,066+27.4% | $4,299+139.1% |
| Admin fee / account holder | $12,984 | $7,951+63.3% | $12,9890% | $6,924+87.5% |