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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 | $83,823 | $107,353-21.9% | $92,903-9.8% | $152,885-45.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.65% | 145.62%-126.0pp | 109.43%-89.8pp | 345.39%-325.7pp |
| Employer contribution / active EE | $10,344 | $4,222+145.0% | $3,653+183.1% | $4,763+117.2% |
| Participant deferral / active EE | $4,464 | $4,848-7.9% | $4,238+5.3% | $5,851-23.7% |
| Admin fee / account holder | $8,169 | $7,081+15.4% | $5,795+41.0% | $11,598-29.6% |