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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 | $79,455 | $106,918-25.7% | $84,021-5.4% | $152,897-48.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.88% | 105.01%-84.1pp | 71.32%-50.4pp | 345.43%-324.5pp |
| Employer contribution / active EE | $12,500 | $2,735+357.0% | $1,984+530.1% | $4,764+162.4% |
| Participant deferral / active EE | $6,737 | $4,012+67.9% | $3,239+108.0% | $5,851+15.1% |
| Admin fee / account holder | $441 | $8,288-94.7% | $6,102-92.8% | $11,599-96.2% |