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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 | $95,805 | $118,708-19.3% | $98,920-3.1% | $158,966-39.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 36.73% | 372.49%-335.8pp | 196.47%-159.7pp | 302.95%-266.2pp |
| Employer contribution / active EE | $6,047 | $3,334+81.4% | $2,689+124.8% | $4,762+27.0% |
| Participant deferral / active EE | $9,519 | $5,089+87.0% | $4,245+124.2% | $5,983+59.1% |
| Admin fee / account holder | $765 | $10,134-92.5% | $6,643-88.5% | $11,250-93.2% |