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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 | $50,129 | $106,001-52.7% | $92,235-45.7% | $147,585-66.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.15% | 50.05%-35.9pp | 176.28%-162.1pp | 578.56%-564.4pp |
| Employer contribution / active EE | $6,039 | $4,333+39.4% | $3,679+64.1% | $4,876+23.8% |
| Participant deferral / active EE | $8,744 | $4,478+95.3% | $3,897+124.4% | $5,439+60.8% |
| Admin fee / account holder | $1,110 | $6,332-82.5% | $5,194-78.6% | $10,885-89.8% |