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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 | $47,070 | $76,634-38.6% | $56,054-16.0% | $145,978-67.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.59% | 3004.33%-2991.7pp | 1705.95%-1693.4pp | 550.52%-537.9pp |
| Employer contribution / active EE | $983 | $1,380-28.8% | $1,039-5.4% | $4,662-78.9% |
| Participant deferral / active EE | $3,578 | $2,622+36.5% | $1,952+83.3% | $6,690-46.5% |
| Admin fee / account holder | $7,817 | $3,321+135.4% | $2,822+177.0% | $13,400-41.7% |