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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 | $34,753 | $99,652-65.1% | $78,778-55.9% | $147,585-76.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.61% | 47.28%-35.7pp | 35.62%-24.0pp | 578.58%-567.0pp |
| Employer contribution / active EE | $3,357 | $2,796+20.1% | $1,986+69.0% | $4,876-31.2% |
| Participant deferral / active EE | $6,445 | $3,664+75.9% | $2,958+117.9% | $5,439+18.5% |
| Admin fee / account holder | $1,129 | $7,155-84.2% | $5,134-78.0% | $10,886-89.6% |