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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 | $36,732 | $111,878-67.2% | $93,727-60.8% | $145,897-74.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.59% | 204.28%-180.7pp | 133.83%-110.2pp | 552.29%-528.7pp |
| Employer contribution / active EE | $2,761 | $3,092-10.7% | $2,421+14.0% | $4,663-40.8% |
| Participant deferral / active EE | $7,441 | $4,920+51.2% | $4,417+68.5% | $6,689+11.2% |
| Admin fee / account holder | $470 | $10,256-95.4% | $8,292-94.3% | $13,390-96.5% |