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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 | $57,840 | $70,121-17.5% | $63,803-9.3% | $138,895-58.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.52% | 946.48%-931.0pp | 543.72%-528.2pp | 145.39%-129.9pp |
| Employer contribution / active EE | $4,546 | $2,882+57.7% | $2,532+79.5% | $4,194+8.4% |
| Participant deferral / active EE | $9,733 | $4,535+114.6% | $3,843+153.2% | $6,396+52.2% |
| Admin fee / account holder | $6,083 | $6,738-9.7% | $5,196+17.1% | $12,562-51.6% |