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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 | $76,367 | $123,854-38.3% | $69,623+9.7% | $145,884-47.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 12.66% | 192.35%-179.7pp | 101.23%-88.6pp | 551.85%-539.2pp |
| Employer contribution / active EE | $5,483 | $2,673+105.1% | $1,709+220.9% | $4,662+17.6% |
| Participant deferral / active EE | $3,857 | $4,242-9.1% | $2,890+33.5% | $6,690-42.3% |
| Admin fee / account holder | $1,070 | $7,822-86.3% | $4,696-77.2% | $13,392-92.0% |