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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 | $123,750-65.6% | $69,611-38.8% | $145,877-70.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 10.72% | 192.03%-181.3pp | 101.14%-90.4pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,983 | $2,672-25.8% | $1,709+16.1% | $4,663-57.5% |
| Participant deferral / active EE | $2,528 | $4,243-40.4% | $2,891-12.5% | $6,691-62.2% |
| Admin fee / account holder | $333 | $7,817-95.7% | $4,696-92.9% | $13,402-97.5% |