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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 | $77,898 | $115,796-32.7% | $101,264-23.1% | $158,950-51.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.97% | 56.15%-41.2pp | 46.48%-31.5pp | 302.91%-287.9pp |
| Employer contribution / active EE | $10,005 | $4,175+139.6% | $3,660+173.4% | $4,762+110.1% |
| Participant deferral / active EE | $8,302 | $4,958+67.4% | $4,370+90.0% | $5,983+38.8% |
| Admin fee / account holder | $1,070 | $7,247-85.2% | $5,947-82.0% | $11,248-90.5% |