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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 | $76,582 | $107,368-28.7% | $92,915-17.6% | $152,909-49.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.35% | 145.64%-128.3pp | 109.45%-92.1pp | 345.46%-328.1pp |
| Employer contribution / active EE | $8,184 | $4,222+93.8% | $3,653+124.0% | $4,764+71.8% |
| Participant deferral / active EE | $9,756 | $4,848+101.2% | $4,238+130.2% | $5,851+66.7% |
| Admin fee / account holder | $487 | $7,082-93.1% | $5,796-91.6% | $11,601-95.8% |