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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 | $72,522 | $226,105-67.9% | $182,540-60.3% | $152,897-52.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.75% | 192.58%-174.8pp | 148.58%-130.8pp | 345.43%-327.7pp |
| Employer contribution / active EE | $7,867 | $4,978+58.0% | $4,076+93.0% | $4,764+65.2% |
| Participant deferral / active EE | $8,345 | $6,370+31.0% | $5,525+51.0% | $5,851+42.6% |
| Admin fee / account holder | $701 | $10,706-93.5% | $8,593-91.8% | $11,599-94.0% |