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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 | $79,012 | $104,953-24.7% | $84,637-6.6% | $152,909-48.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.10% | 373.94%-356.8pp | 258.82%-241.7pp | 345.46%-328.4pp |
| Employer contribution / active EE | $6,884 | $3,304+108.4% | $2,653+159.5% | $4,764+44.5% |
| Participant deferral / active EE | $4,272 | $4,691-8.9% | $3,900+9.5% | $5,851-27.0% |
| Admin fee / account holder | $470 | $6,244-92.5% | $4,914-90.4% | $11,601-96.0% |