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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 | $82,238 | $111,787-26.4% | $93,681-12.2% | $145,978-43.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.22% | 203.52%-193.3pp | 133.47%-123.3pp | 550.52%-540.3pp |
| Employer contribution / active EE | $4,612 | $3,093+49.1% | $2,422+90.4% | $4,662-1.1% |
| Participant deferral / active EE | $21,260 | $4,918+332.3% | $4,415+381.5% | $6,690+217.8% |
| Admin fee / account holder | $357 | $10,256-96.5% | $8,290-95.7% | $13,400-97.3% |