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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 | $74,667 | $107,368-30.5% | $92,915-19.6% | $152,909-51.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.45% | 145.64%-129.2pp | 109.45%-93.0pp | 345.46%-329.0pp |
| Employer contribution / active EE | $6,835 | $4,222+61.9% | $3,653+87.1% | $4,764+43.5% |
| Participant deferral / active EE | $11,551 | $4,848+138.3% | $4,238+172.5% | $5,851+97.4% |
| Admin fee / account holder | $517 | $7,082-92.7% | $5,796-91.1% | $11,601-95.5% |