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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 | $80,801 | $124,346-35.0% | $111,308-27.4% | $167,536-51.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.14% | 37.45%-24.3pp | 54.67%-41.5pp | 478.82%-465.7pp |
| Employer contribution / active EE | $8,105 | $3,437+135.8% | $2,732+196.7% | $4,839+67.5% |
| Participant deferral / active EE | $8,799 | $5,182+69.8% | $4,487+96.1% | $6,342+38.7% |
| Admin fee / account holder | $319 | $10,621-97.0% | $7,965-96.0% | $12,315-97.4% |