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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 | $75,530 | $150,412-49.8% | $120,574-37.4% | $145,884-48.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.93% | 154.50%-145.6pp | 107.42%-98.5pp | 551.85%-542.9pp |
| Employer contribution / active EE | $10,095 | $4,355+131.8% | $3,471+190.9% | $4,662+116.5% |
| Participant deferral / active EE | $12,230 | $6,175+98.0% | $4,996+144.8% | $6,690+82.8% |
| Admin fee / account holder | $1,044 | $12,224-91.5% | $9,445-88.9% | $13,392-92.2% |