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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 | $58,955 | $99,652-40.8% | $78,778-25.2% | $147,586-60.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.34% | 47.28%-36.9pp | 35.62%-25.3pp | 578.59%-568.3pp |
| Employer contribution / active EE | $4,327 | $2,796+54.8% | $1,986+117.9% | $4,876-11.3% |
| Participant deferral / active EE | $7,186 | $3,664+96.1% | $2,958+142.9% | $5,439+32.1% |
| Admin fee / account holder | $504 | $7,155-93.0% | $5,134-90.2% | $10,886-95.4% |