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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 | $77,804 | $102,422-24.0% | $147,117-47.1% | $80,959-3.9% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 14.60% | 135.16%-120.6pp | 420.54%-405.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $10,338 | $3,717+178.1% | $4,932+109.6% | $2,757+275.0% |
| Participant deferral / active EE | $10,986 | $6,652+65.1% | $8,065+36.2% | $4,300+155.5% |
| Admin fee / account holder | $3,981 | $7,953-49.9% | $12,993-69.4% | $6,925-42.5% |