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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 | $97,832 | $99,652-1.8% | $78,778+24.2% | $147,586-33.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.51% | 47.28%-36.8pp | 35.62%-25.1pp | 578.59%-568.1pp |
| Employer contribution / active EE | $1,000 | $2,796-64.2% | $1,986-49.6% | $4,876-79.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $868 | $7,155-87.9% | $5,134-83.1% | $10,886-92.0% |