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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 | $77,921 | $125,184-37.8% | $105,607-26.2% | $145,884-46.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.96% | 225.00%-207.0pp | 116.11%-98.1pp | 551.85%-533.9pp |
| Employer contribution / active EE | $10,106 | $3,720+171.7% | $3,167+219.1% | $4,662+116.8% |
| Participant deferral / active EE | $7,232 | $5,714+26.6% | $5,011+44.3% | $6,690+8.1% |
| Admin fee / account holder | $1,710 | $17,133-90.0% | $10,958-84.4% | $13,392-87.2% |