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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 | $91,276 | $107,368-15.0% | $92,915-1.8% | $152,909-40.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.79% | 145.64%-127.9pp | 109.45%-91.7pp | 345.46%-327.7pp |
| Employer contribution / active EE | $24,998 | $4,222+492.0% | $3,653+584.2% | $4,764+424.7% |
| Participant deferral / active EE | $11,169 | $4,848+130.4% | $4,238+163.5% | $5,851+90.9% |
| Admin fee / account holder | $618 | $7,082-91.3% | $5,796-89.3% | $11,601-94.7% |