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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 | $22,585 | $111,785-79.8% | $93,669-75.9% | $145,877-84.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.32% | 203.79%-191.5pp | 133.59%-121.3pp | 551.28%-539.0pp |
| Employer contribution / active EE | $4,728 | $3,096+52.7% | $2,424+95.1% | $4,663+1.4% |
| Participant deferral / active EE | $4,499 | $4,919-8.5% | $4,416+1.9% | $6,691-32.8% |
| Admin fee / account holder | $1,615 | $10,256-84.2% | $8,291-80.5% | $13,402-87.9% |