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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 | $77,917 | $100,073-22.1% | $85,126-8.5% | $145,877-46.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.61% | 84.11%-72.5pp | 66.63%-55.0pp | 551.28%-539.7pp |
| Employer contribution / active EE | $4,895 | $3,236+51.3% | $2,731+79.2% | $4,663+5.0% |
| Participant deferral / active EE | $16,258 | $5,294+207.1% | $4,523+259.4% | $6,691+143.0% |
| Admin fee / account holder | $519 | $7,261-92.8% | $6,160-91.6% | $13,402-96.1% |