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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 | $75,971 | $112,933-32.7% | $90,970-16.5% | $158,982-52.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.16% | 215.82%-205.7pp | 134.60%-124.4pp | 302.99%-292.8pp |
| Employer contribution / active EE | $38,832 | $2,893+1242.1% | $2,122+1730.1% | $4,763+715.3% |
| Participant deferral / active EE | $19,500 | $4,128+372.4% | $3,373+478.1% | $5,983+225.9% |
| Admin fee / account holder | $401 | $8,047-95.0% | $5,961-93.3% | $11,252-96.4% |