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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 | $75,205 | $112,933-33.4% | $90,970-17.3% | $158,982-52.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.87% | 215.82%-199.0pp | 134.60%-117.7pp | 302.99%-286.1pp |
| Employer contribution / active EE | $3,278 | $2,893+13.3% | $2,122+54.5% | $4,763-31.2% |
| Participant deferral / active EE | $7,955 | $4,128+92.7% | $3,373+135.8% | $5,983+32.9% |
| Admin fee / account holder | $478 | $8,047-94.1% | $5,961-92.0% | $11,252-95.8% |