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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 | $67,268 | $111,814-39.8% | $93,654-28.2% | $145,959-53.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.87% | 203.30%-194.4pp | 133.34%-124.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $3,498 | $3,092+13.1% | $2,421+44.5% | $4,661-25.0% |
| Participant deferral / active EE | $5,590 | $4,914+13.7% | $4,413+26.7% | $6,689-16.4% |
| Admin fee / account holder | $610 | $10,246-94.1% | $8,282-92.6% | $13,398-95.5% |