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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 | $75,302 | $111,878-32.7% | $93,727-19.7% | $145,897-48.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.21% | 204.28%-189.1pp | 133.83%-118.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,663 | $3,092-13.9% | $2,421+10.0% | $4,663-42.9% |
| Participant deferral / active EE | $10,112 | $4,920+105.5% | $4,417+128.9% | $6,689+51.2% |
| Admin fee / account holder | $588 | $10,256-94.3% | $8,292-92.9% | $13,390-95.6% |