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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 | $238,526 | $99,079+140.7% | $78,002+205.8% | $273,972-12.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.12% | 217.93%-210.8pp | 425.99%-418.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $482 | $3,308-85.4% | $2,470-80.5% | $4,869-90.1% |
| Participant deferral / active EE | $7,648 | $4,306+77.6% | $3,497+118.7% | $5,287+44.6% |
| Admin fee / account holder | $1,593 | $8,954-82.2% | $5,481-70.9% | $10,133-84.3% |