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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 | $68,114 | $102,638-33.6% | $81,982-16.9% | $158,982-57.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 8.88% | 61.05%-52.2pp | 41.31%-32.4pp | 302.99%-294.1pp |
| Employer contribution / active EE | $4,834 | $3,241+49.2% | $2,498+93.5% | $4,763+1.5% |
| Participant deferral / active EE | $8,933 | $4,649+92.2% | $3,722+140.0% | $5,983+49.3% |
| Admin fee / account holder | $787 | $8,237-90.4% | $5,665-86.1% | $11,252-93.0% |