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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 | $55,140 | $47,479+16.1% | $62,929-12.4% | $82,448-33.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 17.73% | 20.34%-2.6pp | 1063.93%-1046.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $7,691 | $1,885+308.0% | $2,505+207.1% | $2,551+201.5% |
| Participant deferral / active EE | $2,903 | $2,870+1.1% | $3,888-25.3% | $4,139-29.9% |
| Admin fee / account holder | $364 | $3,804-90.4% | $5,065-92.8% | $7,234-95.0% |