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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 | $81,807 | $107,363-23.8% | $92,909-11.9% | $152,897-46.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.71% | 145.63%-123.9pp | 109.44%-87.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $7,013 | $4,222+66.1% | $3,653+92.0% | $4,764+47.2% |
| Participant deferral / active EE | $7,654 | $4,848+57.9% | $4,238+80.6% | $5,851+30.8% |
| Admin fee / account holder | $1,286 | $7,082-81.8% | $5,795-77.8% | $11,599-88.9% |