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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 | $70,060 | $183,539-61.8% | $155,556-55.0% | $145,897-52.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.22% | 61.31%-49.1pp | 64.84%-52.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,773 | $5,315-47.8% | $4,675-40.7% | $4,663-40.5% |
| Participant deferral / active EE | $10,630 | $6,467+64.4% | $5,631+88.8% | $6,689+58.9% |
| Admin fee / account holder | $682 | $19,275-96.5% | $15,885-95.7% | $13,390-94.9% |