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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 | $74,438 | $232,540-68.0% | $185,117-59.8% | $147,586-49.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 37.74% | 43.03%-5.3pp | 40.50%-2.8pp | 578.59%-540.9pp |
| Employer contribution / active EE | $1,183 | $5,195-77.2% | $4,182-71.7% | $4,876-75.7% |
| Participant deferral / active EE | $7,353 | $5,834+26.0% | $5,045+45.7% | $5,439+35.2% |
| Admin fee / account holder | $5,549 | $10,275-46.0% | $8,159-32.0% | $10,886-49.0% |