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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 | $78,233 | $112,935-30.7% | $90,970-14.0% | $158,966-50.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.19% | 215.79%-195.6pp | 134.58%-114.4pp | 302.95%-282.8pp |
| Employer contribution / active EE | $9,612 | $2,895+232.1% | $2,122+352.9% | $4,762+101.8% |
| Participant deferral / active EE | $4,037 | $4,129-2.2% | $3,373+19.7% | $5,983-32.5% |
| Admin fee / account holder | $1,708 | $8,045-78.8% | $5,960-71.4% | $11,250-84.8% |