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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 | $126,763 | $70,121+80.8% | $63,803+98.7% | $138,895-8.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.32% | 946.48%-934.2pp | 543.72%-531.4pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,190 | $2,882-24.0% | $2,532-13.5% | $4,194-47.8% |
| Participant deferral / active EE | $7,757 | $4,535+71.0% | $3,843+101.8% | $6,396+21.3% |
| Admin fee / account holder | $559 | $6,738-91.7% | $5,196-89.2% | $12,562-95.6% |