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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 | $111,814-32.7% | $93,654-19.6% | $145,959-48.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.21% | 203.30%-188.1pp | 133.34%-118.1pp | 561.95%-546.7pp |
| Employer contribution / active EE | $2,663 | $3,092-13.9% | $2,421+10.0% | $4,661-42.9% |
| Participant deferral / active EE | $10,112 | $4,914+105.8% | $4,413+129.1% | $6,689+51.2% |
| Admin fee / account holder | $588 | $10,246-94.3% | $8,282-92.9% | $13,398-95.6% |