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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 | $79,412 | $107,368-26.0% | $92,915-14.5% | $152,909-48.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.47% | 145.64%-128.2pp | 109.45%-92.0pp | 345.46%-328.0pp |
| Employer contribution / active EE | $16,608 | $4,222+293.3% | $3,653+354.6% | $4,764+248.6% |
| Participant deferral / active EE | $15,100 | $4,848+211.5% | $4,238+256.3% | $5,851+158.1% |
| Admin fee / account holder | $1,007 | $7,082-85.8% | $5,796-82.6% | $11,601-91.3% |