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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 | $79,126 | $107,368-26.3% | $92,915-14.8% | $152,909-48.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.64% | 145.64%-123.0pp | 109.45%-86.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,376 | $4,222-67.4% | $3,653-62.3% | $4,764-71.1% |
| Participant deferral / active EE | $9,591 | $4,848+97.8% | $4,238+126.3% | $5,851+63.9% |
| Admin fee / account holder | $469 | $7,082-93.4% | $5,796-91.9% | $11,601-96.0% |