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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 | $98,633 | $84,708+16.4% | $75,714+30.3% | $167,536-41.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.95% | 199.62%-189.7pp | 104.62%-94.7pp | 478.82%-468.9pp |
| Employer contribution / active EE | $1,876 | $3,231-42.0% | $2,744-31.6% | $4,839-61.2% |
| Participant deferral / active EE | $13,000 | $4,577+184.0% | $3,820+240.3% | $6,342+105.0% |
| Admin fee / account holder | $672 | $5,358-87.5% | $3,619-81.4% | $12,315-94.5% |