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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 | $111,814-67.1% | $93,654-60.8% | $145,959-74.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.59% | 203.30%-179.7pp | 133.34%-109.8pp | 561.95%-538.4pp |
| Employer contribution / active EE | $2,761 | $3,092-10.7% | $2,421+14.0% | $4,661-40.8% |
| Participant deferral / active EE | $7,441 | $4,914+51.4% | $4,413+68.6% | $6,689+11.3% |
| Admin fee / account holder | $470 | $10,246-95.4% | $8,282-94.3% | $13,398-96.5% |