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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 | $76,461 | $99,995-23.5% | $85,063-10.1% | $145,978-47.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.72% | 83.99%-74.3pp | 66.54%-56.8pp | 550.52%-540.8pp |
| Employer contribution / active EE | $7,873 | $3,231+143.6% | $2,727+188.7% | $4,662+68.9% |
| Participant deferral / active EE | $11,500 | $5,295+117.2% | $4,523+154.3% | $6,690+71.9% |
| Admin fee / account holder | $607 | $7,255-91.6% | $6,155-90.1% | $13,400-95.5% |