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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 | $99,164 | $100,073-0.9% | $85,126+16.5% | $145,877-32.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.17% | 84.11%-63.9pp | 66.63%-46.5pp | 551.28%-531.1pp |
| Employer contribution / active EE | $1,200 | $3,236-62.9% | $2,731-56.1% | $4,663-74.3% |
| Participant deferral / active EE | $18,000 | $5,294+240.0% | $4,523+297.9% | $6,691+169.0% |
| Admin fee / account holder | $1,735 | $7,261-76.1% | $6,160-71.8% | $13,402-87.1% |