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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 | $65,496 | $107,368-39.0% | $92,915-29.5% | $152,909-57.2% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 17.98% | 145.64%-127.7pp | 109.45%-91.5pp | 345.46%-327.5pp |
| Employer contribution / active EE | $12,500 | $4,222+196.0% | $3,653+242.1% | $4,764+162.4% |
| Participant deferral / active EE | $6,938 | $4,848+43.1% | $4,238+63.7% | $5,851+18.6% |
| Admin fee / account holder | $860 | $7,082-87.9% | $5,796-85.2% | $11,601-92.6% |