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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 | $51,435 | $106,918-51.9% | $84,021-38.8% | $152,897-66.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.52% | 105.01%-87.5pp | 71.32%-53.8pp | 345.43%-327.9pp |
| Employer contribution / active EE | $9,805 | $2,735+258.5% | $1,984+394.3% | $4,764+105.8% |
| Participant deferral / active EE | $7,357 | $4,012+83.4% | $3,239+127.1% | $5,851+25.7% |
| Admin fee / account holder | $616 | $8,288-92.6% | $6,102-89.9% | $11,599-94.7% |