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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 | $42,587 | $123,982-65.7% | $69,701-38.9% | $145,959-70.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 10.72% | 191.01%-180.3pp | 100.32%-89.6pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,983 | $2,681-26.0% | $1,713+15.7% | $4,661-57.5% |
| Participant deferral / active EE | $2,528 | $4,236-40.3% | $2,887-12.4% | $6,689-62.2% |
| Admin fee / account holder | $333 | $7,867-95.8% | $4,717-93.0% | $13,398-97.5% |