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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 | $67,123 | $70,121-4.3% | $63,803+5.2% | $138,895-51.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 19.77% | 946.48%-926.7pp | 543.72%-524.0pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,777 | $2,882-38.3% | $2,532-29.8% | $4,194-57.6% |
| Participant deferral / active EE | $9,394 | $4,535+107.1% | $3,843+144.4% | $6,396+46.9% |
| Admin fee / account holder | $1,665 | $6,738-75.3% | $5,196-68.0% | $12,562-86.7% |