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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 | $107,463 | $232,540-53.8% | $185,117-41.9% | $147,585-27.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.20% | 43.03%-27.8pp | 40.50%-25.3pp | 578.57%-563.4pp |
| Employer contribution / active EE | $1,764 | $5,195-66.0% | $4,182-57.8% | $4,876-63.8% |
| Participant deferral / active EE | $13,441 | $5,834+130.4% | $5,045+166.4% | $5,439+147.1% |
| Admin fee / account holder | $500 | $10,275-95.1% | $8,159-93.9% | $10,885-95.4% |