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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 | $79,565 | $81,696-2.6% | $70,494+12.9% | $158,982-50.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.35% | 208.70%-202.3pp | 109.16%-102.8pp | 302.99%-296.6pp |
| Employer contribution / active EE | $7,623 | $3,220+136.7% | $2,738+178.4% | $4,763+60.0% |
| Participant deferral / active EE | $7,664 | $4,558+68.2% | $3,711+106.6% | $5,983+28.1% |
| Admin fee / account holder | $1,308 | $6,200-78.9% | $3,848-66.0% | $11,252-88.4% |