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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 | $66,027 | $123,750-46.6% | $69,611-5.1% | $145,877-54.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 11.69% | 192.03%-180.3pp | 101.14%-89.4pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,192 | $2,672-17.9% | $1,709+28.3% | $4,663-53.0% |
| Participant deferral / active EE | $11,607 | $4,243+173.6% | $2,891+301.5% | $6,691+73.5% |
| Admin fee / account holder | $350 | $7,817-95.5% | $4,696-92.5% | $13,402-97.4% |