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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 | $151,672 | $78,694+92.7% | $67,652+124.2% | $125,389+21.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 2.20% | 9.46%-7.3pp | 6625.40%-6623.2pp | 282.24%-280.0pp |
| Employer contribution / active EE | $6,741 | $3,044+121.5% | $2,266+197.5% | $4,866+38.5% |
| Participant deferral / active EE | $11,087 | $4,292+158.3% | $3,560+211.5% | $5,352+107.2% |
| Admin fee / account holder | $817 | $7,403-89.0% | $4,821-83.1% | $9,541-91.4% |