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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 | $74,058 | $108,882-32.0% | $96,754-23.5% | $154,746-52.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.17% | 98.39%-79.2pp | 82.04%-62.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $9,345 | $3,018+209.6% | $2,679+248.8% | $4,379+113.4% |
| Participant deferral / active EE | $6,573 | $5,323+23.5% | $4,758+38.2% | $6,730-2.3% |
| Admin fee / account holder | $602 | $10,200-94.1% | $8,905-93.2% | $14,365-95.8% |