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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 | $71,904 | $107,363-33.0% | $92,909-22.6% | $152,897-53.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.82% | 145.63%-119.8pp | 109.44%-83.6pp | 345.43%-319.6pp |
| Employer contribution / active EE | $18,604 | $4,222+340.6% | $3,653+409.2% | $4,764+290.6% |
| Participant deferral / active EE | $11,238 | $4,848+131.8% | $4,238+165.2% | $5,851+92.1% |
| Admin fee / account holder | $705 | $7,082-90.0% | $5,795-87.8% | $11,599-93.9% |