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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 | $76,522-38.5% | $56,033-16.0% | $145,884-67.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.59% | 3014.28%-3001.7pp | 1711.38%-1698.8pp | 551.85%-539.3pp |
| Employer contribution / active EE | $983 | $1,382-28.9% | $1,041-5.6% | $4,662-78.9% |
| Participant deferral / active EE | $3,578 | $2,624+36.4% | $1,954+83.1% | $6,690-46.5% |
| Admin fee / account holder | $7,817 | $3,328+134.9% | $2,827+176.5% | $13,392-41.6% |