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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 | $111,785-32.6% | $93,669-19.6% | $145,877-48.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.21% | 203.79%-188.6pp | 133.59%-118.4pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,663 | $3,096-14.0% | $2,424+9.9% | $4,663-42.9% |
| Participant deferral / active EE | $10,112 | $4,919+105.6% | $4,416+129.0% | $6,691+51.1% |
| Admin fee / account holder | $588 | $10,256-94.3% | $8,291-92.9% | $13,402-95.6% |