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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 | $92,471 | $72,071+28.3% | $68,368+35.3% | $137,256-32.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.55% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $6,832 | $2,788+145.0% | $2,649+157.9% | $4,156+64.4% |
| Participant deferral / active EE | $13,833 | $4,410+213.7% | $4,123+235.5% | $6,407+115.9% |
| Admin fee / account holder | $610 | $5,336-88.6% | $5,150-88.1% | $12,270-95.0% |