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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 | $69,343 | $107,015-35.2% | $73,545-5.7% | $147,585-53.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 13.84% | 38.25%-24.4pp | -15.16%+29.0pp | 578.58%-564.7pp |
| Employer contribution / active EE | $2,747 | $1,760+56.1% | $1,219+125.3% | $4,876-43.7% |
| Participant deferral / active EE | $7,252 | $2,462+194.6% | $1,806+301.6% | $5,439+33.3% |
| Admin fee / account holder | $45,204 | $3,055+1379.6% | $2,320+1848.7% | $10,886+315.3% |