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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 | $70,977 | $107,368-33.9% | $92,915-23.6% | $152,909-53.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.49% | 145.64%-124.2pp | 109.45%-88.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $6,500 | $4,222+53.9% | $3,653+77.9% | $4,764+36.4% |
| Participant deferral / active EE | $7,893 | $4,848+62.8% | $4,238+86.2% | $5,851+34.9% |
| Admin fee / account holder | $346 | $7,082-95.1% | $5,796-94.0% | $11,601-97.0% |