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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 | $72,382 | $109,967-34.2% | $97,197-25.5% | $145,877-50.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.06% | 244.27%-228.2pp | 75.47%-59.4pp | 551.28%-535.2pp |
| Employer contribution / active EE | $8,619 | $3,077+180.1% | $2,723+216.5% | $4,663+84.8% |
| Participant deferral / active EE | $6,394 | $4,676+36.7% | $4,263+50.0% | $6,691-4.4% |
| Admin fee / account holder | $403 | $6,199-93.5% | $5,637-92.8% | $13,402-97.0% |