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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 | $76,163 | $90,530-15.9% | $76,030+0.2% | $145,897-47.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.31% | 625.08%-611.8pp | 361.54%-348.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,043 | $3,319-38.4% | $2,688-24.0% | $4,663-56.2% |
| Participant deferral / active EE | $8,538 | $5,164+65.3% | $4,257+100.6% | $6,689+27.6% |
| Admin fee / account holder | $442 | $8,383-94.7% | $6,421-93.1% | $13,390-96.7% |