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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 | $74,080 | $202,440-63.4% | $169,390-56.3% | $139,466-46.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 101.26% | 532.36%-431.1pp | 406.07%-304.8pp | 373.66%-272.4pp |
| Employer contribution / active EE | $2,040 | $4,693-56.5% | $4,013-49.2% | $4,754-57.1% |
| Participant deferral / active EE | $13,778 | $6,940+98.5% | $6,222+121.4% | $6,712+105.3% |
| Admin fee / account holder | $534 | $10,722-95.0% | $9,015-94.1% | $11,409-95.3% |