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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 | $72,201 | $232,540-69.0% | $185,117-61.0% | $147,586-51.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.80% | 43.03%-25.2pp | 40.50%-22.7pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,426 | $5,195-72.6% | $4,182-65.9% | $4,876-70.8% |
| Participant deferral / active EE | $12,620 | $5,834+116.3% | $5,045+150.1% | $5,439+132.0% |
| Admin fee / account holder | $1,269 | $10,275-87.6% | $8,159-84.4% | $10,886-88.3% |