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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 | $6,256 | $167,030-96.3% | $135,768-95.4% | $155,188-96.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.80% | 678.39%-666.6pp | 526.10%-514.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $2,327 | $4,132-43.7% | $3,394-31.5% | $4,248-45.2% |
| Participant deferral / active EE | $1,513 | $4,528-66.6% | $3,977-62.0% | $6,531-76.8% |
| Admin fee / account holder | $2,422 | $8,172-70.4% | $7,048-65.6% | $14,480-83.3% |