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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 | $31,412 | $111,830-71.9% | $93,696-66.5% | $145,884-78.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.40% | 204.08%-189.7pp | 133.74%-119.3pp | 551.85%-537.5pp |
| Employer contribution / active EE | $7,602 | $3,093+145.8% | $2,422+213.9% | $4,662+63.0% |
| Participant deferral / active EE | $3,871 | $4,920-21.3% | $4,417-12.4% | $6,690-42.1% |
| Admin fee / account holder | $499 | $10,249-95.1% | $8,287-94.0% | $13,392-96.3% |