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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 | $86,597 | $75,832+14.2% | $147,617-41.3% | $59,633+45.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.04% | 0.37%+1.7pp | 61.98%-59.9pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $8,021 | $3,485+130.2% | $5,564+44.1% | $2,203+264.1% |
| Participant deferral / active EE | $4,462 | $3,131+42.5% | $4,895-8.9% | $3,192+39.8% |
| Admin fee / account holder | $758 | $5,986-87.3% | $11,612-93.5% | $4,297-82.4% |