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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 | $84,103 | $72,071+16.7% | $68,368+23.0% | $137,256-38.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.63% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $8,326 | $2,788+198.6% | $2,649+214.3% | $4,156+100.3% |
| Participant deferral / active EE | $1,665 | $4,410-62.2% | $4,123-59.6% | $6,407-74.0% |
| Admin fee / account holder | $867 | $5,336-83.8% | $5,150-83.2% | $12,270-92.9% |