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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 | $80,318 | $107,368-25.2% | $92,915-13.6% | $152,909-47.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.54% | 145.64%-121.1pp | 109.45%-84.9pp | 345.46%-320.9pp |
| Employer contribution / active EE | $11,293 | $4,222+167.4% | $3,653+209.1% | $4,764+137.0% |
| Participant deferral / active EE | $6,944 | $4,848+43.2% | $4,238+63.8% | $5,851+18.7% |
| Admin fee / account holder | $729 | $7,082-89.7% | $5,796-87.4% | $11,601-93.7% |