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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 | $69,451 | $111,878-37.9% | $93,727-25.9% | $145,897-52.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.48% | 204.28%-191.8pp | 133.83%-121.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,665 | $3,092-13.8% | $2,421+10.1% | $4,663-42.8% |
| Participant deferral / active EE | $7,276 | $4,920+47.9% | $4,417+64.7% | $6,689+8.8% |
| Admin fee / account holder | $512 | $10,256-95.0% | $8,292-93.8% | $13,390-96.2% |