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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 | $72,632 | $81,643-11.0% | $70,462+3.1% | $158,950-54.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.82% | 208.51%-190.7pp | 109.08%-91.3pp | 302.91%-285.1pp |
| Employer contribution / active EE | $4,167 | $3,218+29.5% | $2,737+52.2% | $4,762-12.5% |
| Participant deferral / active EE | $8,836 | $4,555+94.0% | $3,710+138.2% | $5,983+47.7% |
| Admin fee / account holder | $957 | $6,194-84.6% | $3,845-75.1% | $11,248-91.5% |