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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 | $71,828 | $107,941-33.5% | $91,994-21.9% | $152,909-53.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.32% | 89.28%-67.0pp | 69.04%-46.7pp | 345.46%-323.1pp |
| Employer contribution / active EE | $2,541 | $4,212-39.7% | $3,453-26.4% | $4,764-46.7% |
| Participant deferral / active EE | $6,532 | $6,366+2.6% | $5,924+10.3% | $5,851+11.6% |
| Admin fee / account holder | $759 | $10,521-92.8% | $7,744-90.2% | $11,601-93.5% |