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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 | $62,190 | $123,854-49.8% | $69,623-10.7% | $145,884-57.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 11.78% | 192.35%-180.6pp | 101.23%-89.5pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,380 | $2,673-11.0% | $1,709+39.2% | $4,662-49.0% |
| Participant deferral / active EE | $8,945 | $4,242+110.9% | $2,890+209.5% | $6,690+33.7% |
| Admin fee / account holder | $532 | $7,822-93.2% | $4,696-88.7% | $13,392-96.0% |