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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 | $153,335 | $84,741+80.9% | $75,731+102.5% | $167,553-8.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 23.04% | 199.72%-176.7pp | 104.65%-81.6pp | 478.89%-455.9pp |
| Employer contribution / active EE | $661 | $3,230-79.5% | $2,743-75.9% | $4,840-86.3% |
| Participant deferral / active EE | $4,778 | $4,577+4.4% | $3,820+25.1% | $6,343-24.7% |
| Admin fee / account holder | $1,025 | $5,361-80.9% | $3,620-71.7% | $12,316-91.7% |