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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 | $52,984 | $99,652-46.8% | $78,778-32.7% | $147,586-64.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.51% | 47.28%-35.8pp | 35.62%-24.1pp | 578.59%-567.1pp |
| Employer contribution / active EE | $4,380 | $2,796+56.7% | $1,986+120.6% | $4,876-10.2% |
| Participant deferral / active EE | $8,800 | $3,664+140.2% | $2,958+197.5% | $5,439+61.8% |
| Admin fee / account holder | $615 | $7,155-91.4% | $5,134-88.0% | $10,886-94.3% |