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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 | $56,601 | $232,540-75.7% | $185,117-69.4% | $147,586-61.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 25.95% | 43.03%-17.1pp | 40.50%-14.6pp | 578.59%-552.6pp |
| Employer contribution / active EE | $1,708 | $5,195-67.1% | $4,182-59.2% | $4,876-65.0% |
| Participant deferral / active EE | $9,337 | $5,834+60.1% | $5,045+85.1% | $5,439+71.7% |
| Admin fee / account holder | $11,223 | $10,275+9.2% | $8,159+37.5% | $10,886+3.1% |