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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 | $65,904 | $112,935-41.6% | $90,970-27.6% | $158,966-58.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 27.14% | 215.79%-188.6pp | 134.58%-107.4pp | 302.95%-275.8pp |
| Employer contribution / active EE | $10,989 | $2,895+279.6% | $2,122+417.7% | $4,762+130.7% |
| Participant deferral / active EE | $7,258 | $4,129+75.8% | $3,373+115.2% | $5,983+21.3% |
| Admin fee / account holder | $806 | $8,045-90.0% | $5,960-86.5% | $11,250-92.8% |