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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 | $95,116 | $107,363-11.4% | $92,909+2.4% | $152,897-37.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 12.79% | 145.63%-132.8pp | 109.44%-96.6pp | 345.43%-332.6pp |
| Employer contribution / active EE | $7,103 | $4,222+68.2% | $3,653+94.4% | $4,764+49.1% |
| Participant deferral / active EE | $6,000 | $4,848+23.8% | $4,238+41.6% | $5,851+2.5% |
| Admin fee / account holder | $1,274 | $7,082-82.0% | $5,795-78.0% | $11,599-89.0% |